Ariel "Rick" Popel, CFP®
Managing Director, Wealth Management, Financial Advisor, Financial Planning Specialist
Phone:
(410) 583-4843(410) 583-4843
The Popel DiBlasi Group at Morgan Stanley
Direct:
(410) 583-4843(410) 583-4843
Toll-Free:
(800) 662-2576(800) 662-2576
Our Mission Statement
Extraordinary client service, understanding your needs to help you meet your life goals
How we can help
We work alongside our clients to understand their needs and help them organize their financial lives. Together, we seek to maximize their wealth through extensive planning while avoiding costly mistakes.
Our group believes that what differentiates the preeminent advisers from the rest is extraordinary client service. We make it our priority to go above and beyond to ensure our clients receive our constant attention and the best advice possible.
Our group believes that what differentiates the preeminent advisers from the rest is extraordinary client service. We make it our priority to go above and beyond to ensure our clients receive our constant attention and the best advice possible.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Forbes, Wall St Journal, Baltimore Magazine, Smart CEO Magazine
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Awards Disclosures
Best-In-State Wealth Management Teams (2023)
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
2011-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2011-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Forbes Top 1,000 Next Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based for the period from 3/31/22–3/31/23.
Awards Disclosures
Best-In-State Wealth Management Teams (2023)
SOURCE: FORBES.COM (AWARDED JAN 2023) DATA COMPILED BY SHOOK RESEARCH LLC BASED ON TIME PERIOD FROM 3/31/21 - 3/31/22.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19.
2011-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2011-2024) The award was determined based on an evaluation process conducted by Five-Star Professional based on objective criteria. The award was not based on a specific time period.
Forbes Top 1,000 Next Gen Wealth Advisors
Source: Forbes.com (Awarded Jul 2018) Data compiled by SHOOK Research LLC based on time period from 3/31/17 - 3/31/18.
- 2024 Forbes Best-In-State Wealth Management Teams
- Best-In-State Wealth Management Teams (2023)
- Rick Popel was named Forbes Best-in-State Wealth Advisor - Maryland 2019
- Ken DiBlasi named to Forbes Best-in-State Next Generation Wealth Advisors in 2019
- Rick Popel was voted 2011 - 2024 Five Star Wealth Manager by Baltimore Magazine
- Ken DiBlasi was voted 2013 -2024 Five Star Wealth Manager by Baltimore Magazine
- Ken DiBlasi named to Forbes Magazine 2018 America's Top Next Generation Wealth Advisors
- Rick Popel named Top Wealth Advisor in Smart CEO Magazine 2014
Experience
Rick Popel and Kenneth DiBlasi have over 50 years combined experience providing customized solutions to individuals, families and institutions by utilizing advanced retirement, investment, tax & estate planning strategies; centered around proper risk management.
Location
2330 W Joppa Road
Ste 255
Lutherville, MD 21093
US
Direct:
(410) 583-4843(410) 583-4843
Toll-Free:
(800) 662-2576(800) 662-2576
Meet The Popel DiBlasi Group
Kenneth DiBlasi, CRPC®
Senior Vice President, Wealth Management, Financial Advisor, Financial Planning Specialist, Workplace Advisor – Equity Compensation, Financial Wellness, Retirement
Phone:
(410) 494-8096(410) 494-8096
Philip V. Nazzaro
Vice President, Consulting Group Analyst
Phone:
(410) 494-1857(410) 494-1857
Valentina Pinto
Registered Client Service Associate
Phone:
(410) 494-1854(410) 494-1854
About Ariel "Rick" Popel
Rick Popel, Managing Director and Certified Financial Planner has provided highly customized advice, investment solutions and other financial services to individuals, families and institutions for almost 30 years. He has been recognized in Forbes , Wall St Journal, & Baltimore Magazine. Rick is firmly committed to building long-term relationships with his clients based on the shared principles of trust, planning and communication.
Rick graduated with honors from the University of Maryland at College Park. He currently resides in Baltimore County with his family.
Rick graduated with honors from the University of Maryland at College Park. He currently resides in Baltimore County with his family.
Securities Agent: KY, NH, VA, MT, LA, CO, WV, WI, SC, MI, DE, CA, RI, OR, TN, OK, OH, MO, ID, NV, NM, NJ, DC, IL, HI, FL, AZ, VT, NC, KS, ND, PA, MA, WA, TX, NY, ME, MD, GA, CT, AL, UT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252996
CA Insurance License #: 0K72546
NMLS#: 1252996
CA Insurance License #: 0K72546
About Kenneth DiBlasi
I am passionate about helping others take control and organize their financial lives. I am privileged to be in a position to work closely with families and business owners to help them improve their financial health.
In a time where so many are saving and investing blindly, I find comfort in knowing my clients are taking the right steps to secure their future now and for generations to come.
My focus is to provide advice to individuals and business owners planning for/in retirement. My experience and mentors along the way have given me a unique perspective to deliver advanced planning strategies; centered on proper risk management.
Positive accolades:
• Forbes Best-In-State Weatlh Managements Team 2023
• Forbes #30 in Maryland, 2019 Next Gen Best in State
• America's Top Next Generation Wealth Advisors, 2018 Forbes magazine
• Baltimore Magazine & Wall Street Journal Five Star Wealth Manager 2013 -2023
Outside of the office, I enjoy spending quality time with my wife and three children, coaching youth baseball, & golfing.
In a time where so many are saving and investing blindly, I find comfort in knowing my clients are taking the right steps to secure their future now and for generations to come.
My focus is to provide advice to individuals and business owners planning for/in retirement. My experience and mentors along the way have given me a unique perspective to deliver advanced planning strategies; centered on proper risk management.
Positive accolades:
• Forbes Best-In-State Weatlh Managements Team 2023
• Forbes #30 in Maryland, 2019 Next Gen Best in State
• America's Top Next Generation Wealth Advisors, 2018 Forbes magazine
• Baltimore Magazine & Wall Street Journal Five Star Wealth Manager 2013 -2023
Outside of the office, I enjoy spending quality time with my wife and three children, coaching youth baseball, & golfing.
Securities Agent: LA, FL, RI, MA, NJ, MI, ME, KY, CO, SC, PA, NY, WV, UT, NM, MT, ND, WI, TX, IL, CT, VA, OK, MD, DE, CA, VT, OR, NC, KS, TN, ID, DC, WA, HI, AZ, AL, OH, NV, NH, MO, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252980
CA Insurance License #: 0K70932
NMLS#: 1252980
CA Insurance License #: 0K70932
About Philip V. Nazzaro
Phil Nazzaro serves as the team's Consulting Group Analyst, a prestigious title actively held by less than 400 Morgan Stanley employees globally. He provides clients with comprehensive performance reporting, cash flow analysis, asset allocation overviews, and risk analysis. Phil is also responsible for developing and monitoring investment strategies for new and existing clients. As part of this process, he will interview and screen several hundred portfolio managers on an annual basis.
Phil attended Towson University where he received his Bachelor's Degree in Finance and Business Management. He currently lives in Sykesville with his wife Courtney and their three children
Phil attended Towson University where he received his Bachelor's Degree in Finance and Business Management. He currently lives in Sykesville with his wife Courtney and their three children
About Valentina Pinto
Valentina serves as the group's Client Service Associate and delivers an excellent level of service and coordination between clients and the firm. She is responsible for the administration support and takes pride in working closely with our clients to ensure an efficient experience with every interaction.
Valentina joined the group from an internal operations position within our Lutherville, MD branch. She is bilingual (Spanish) and an International studies graduate from Towson University with expertise in Sales Management, Customer Service, and International Sales. She resides in Harbor East, Baltimore with her daughter Lucia.
Valentina joined the group from an internal operations position within our Lutherville, MD branch. She is bilingual (Spanish) and an International studies graduate from Towson University with expertise in Sales Management, Customer Service, and International Sales. She resides in Harbor East, Baltimore with her daughter Lucia.
Contact Ariel "Rick" Popel
Contact Kenneth DiBlasi
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Popel DiBlasi Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
4When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
5Structured Investments are complex and not appropriate for all investors. An investment in structured investments involves risks. These risks can include but are not limited to: fluctuations in the price, level or yield of underlying asset(s), interest rates, currency values and credit quality, substantial loss of principal, limits on participation in appreciation of underlying asset(s), limited liquidity, credit risk, and/or conflicts of interest. Many structured investments do not pay interest or guarantee a return above principal at maturity. Investors should read the security’s offering documentation prior to making an investment decision.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
