Alyson B. Popper, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management Director, Insurance Planning Director
Phone:
(781) 431-6703(781) 431-6703
The Popper Group at Morgan Stanley
Direct:
(781) 431-6703(781) 431-6703
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
Our Story and Services
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Financial Roadmap for Women
The Popper Group Upcoming Events
Check back here to find upcoming events for our group!
Where Are Today's Opportunities?
October 17th, 2023
The last few years of ups and downs, low rates and global realignments all complicate the question: Where do I put my money? At this timely seminar, we'll talk about the economy, where it may be headed and which sectors are best positioned to potentially benefit.
Women In Investing
November 1st, 2023
Please join us for the first of two sessions that we curated specifically for women. Investing can be complicated and there are many factors to consider when managing your wealth. We we will discuss the shift in narrative that women are spearheading and provide some of the tools and knowledge need to achieve financial success.
Behavioral Investing
November 15th, 2023
Please join us for the second session in our two-part women's seminar. We we will discuss the psychology around investing and navigate the emotions regarding finances.
Location
1111 Northshore Dr
Suite N 160
Knoxville, TN 37919
US
Direct:
(781) 431-6703(781) 431-6703
Meet The Popper Group
Catherine Lyons
Financial Advisor
Phone:
(865) 694-1007(865) 694-1007
Ethan Vieira
Registered Client Service Associate
Phone:
(781) 431-6788(781) 431-6788
About Alyson B. Popper
Alyson Popper is a Senior Vice President and Financial Advisor at Morgan Stanley. Alyson uses her financial planning experience to take a goal-oriented approach to helping her clients. She focuses on retirement income planning for individuals and designs, implements and monitors employer 401k plans. She has a particular interest in working with women, especially after a major life change such as divorce, loss of a spouse, or an inheritance, as these often have profound financial implications.
Alyson graduated Brandeis University with a BA in Economics. She later obtained her CERTIFIED FINANCIAL PLANNER® designation. In addition, she has obtained an Insurance Planning director title from Morgan Stanley. Alyson obtained the Qualified Plan Financial Consultant credential from NAPA (National Association of Plan Advisors) in October 2022. She has also been recognized by Working Mother Magazine and SHOOK Research as a 2020 and 2021 Top Wealth Advisor Mom. Alyson has been recognized by Forbes as a Top Women Wealth Advisor in 2021-2025. Also in 2021-2025, Alyson was named by Forbes magazine as a “Best-In-State Wealth Advisor”.
Alyson has over 30 years of investment experience with Morgan Stanley. She is a long-time member of the Morgan Stanley Women In Wealth Group and the Financial Planning Association of Massachusetts. Alyson has been a member of the Morgan Stanley Century Club, a recognition club, from 2017 to 2022 and 2024. In 2023 and 2025, she was a member of the Master's Club. She also serves on the steering committee of the Brandeis Alumni Club of Greater Boston and in the Spring of 2023, she joined the Alumni Board at Brandeis as a Member-AT-Large. She is currently serving a second 2-year term on that board and co-chairing the Alumni Reunion Committee for that board.
Through comprehensive financial planning and investment management, Alyson has spent her career helping clients to increase their retirement readiness and to pursue their financial goals. She delivers unbiased strategies and conflict-free advice.
In her spare time, she enjoys travelling, playing tennis and cooking. She Co-Chaired her 30th college reunion for Brandeis and will be co-chairing the upcoming 35th reunion.
Alyson lives in Medfield with her husband and two sons.
2020-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2020-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
2021 - 2025 Forbes Top Women Wealth Advisors and Top Women Best-In-State Wealth Source: Forbes.com (Awarded Feb 2021-2025) Data compiled by SHOOK Research LLC for the period 9/30/23-9/30/24.
2021-2025 Source: Forbes (Awarded April 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23-6/30/24.
Alyson graduated Brandeis University with a BA in Economics. She later obtained her CERTIFIED FINANCIAL PLANNER® designation. In addition, she has obtained an Insurance Planning director title from Morgan Stanley. Alyson obtained the Qualified Plan Financial Consultant credential from NAPA (National Association of Plan Advisors) in October 2022. She has also been recognized by Working Mother Magazine and SHOOK Research as a 2020 and 2021 Top Wealth Advisor Mom. Alyson has been recognized by Forbes as a Top Women Wealth Advisor in 2021-2025. Also in 2021-2025, Alyson was named by Forbes magazine as a “Best-In-State Wealth Advisor”.
Alyson has over 30 years of investment experience with Morgan Stanley. She is a long-time member of the Morgan Stanley Women In Wealth Group and the Financial Planning Association of Massachusetts. Alyson has been a member of the Morgan Stanley Century Club, a recognition club, from 2017 to 2022 and 2024. In 2023 and 2025, she was a member of the Master's Club. She also serves on the steering committee of the Brandeis Alumni Club of Greater Boston and in the Spring of 2023, she joined the Alumni Board at Brandeis as a Member-AT-Large. She is currently serving a second 2-year term on that board and co-chairing the Alumni Reunion Committee for that board.
Through comprehensive financial planning and investment management, Alyson has spent her career helping clients to increase their retirement readiness and to pursue their financial goals. She delivers unbiased strategies and conflict-free advice.
In her spare time, she enjoys travelling, playing tennis and cooking. She Co-Chaired her 30th college reunion for Brandeis and will be co-chairing the upcoming 35th reunion.
Alyson lives in Medfield with her husband and two sons.
2020-2021 Working Mother Magazine & SHOOK Research's Top Wealth Advisor Moms
Source: Workingmother.com (Awarded October 2020-2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was given.
2021 - 2025 Forbes Top Women Wealth Advisors and Top Women Best-In-State Wealth Source: Forbes.com (Awarded Feb 2021-2025) Data compiled by SHOOK Research LLC for the period 9/30/23-9/30/24.
2021-2025 Source: Forbes (Awarded April 2025) Data compiled by SHOOK Research LLC based on time period from 6/30/23-6/30/24.
Securities Agent: NC, RI, MA, CT, HI, VT, TX, NY, CO, OH, VA, TN, SC, PA, NH, MS, CA, NV, MD, MI, WA, NJ, ME, DE, AR, PR, IL, FL, DC, AZ, GA; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1295610
NMLS#: 1295610
About Catherine Lyons
Catie Lyons is a Financial Advisor and joined The Popper Group at Morgan Stanley at the end of 2021. After graduating from UConn in 2019, Catie’s passion for helping others through financial planning led her to become a Wealth Advisor Associate at Morgan Stanley. In that role, she focused her attention on preparing and presenting financial plans for Morgan Stanley clients in southern New England. She holds a Financial Planning Specialist designation, Series 7 and 66 license, and her life, accident, and health insurance license. Catie is a native of Bennington, VT. Although she grew up in Vermont, she spent many years travelling to the Boston area to visit relatives. Currently, Catie lives in Knoxville, TN. In her spare time, she enjoys doing yoga and spending time with her Goldendoodle, Rosie. She also likes going for walks and admiring the views of the beautiful Smoky Mountains.
Securities Agent: NV, FL, MS, CT, SC, NY, IL, DC, WA, VT, RI, GA, AR, TN, MN, MI, HI, CA, TX, OR, NC, MO, DE, VA, PR, NM, NH, CO, AZ, OH, PA, NJ, ME, MD, MA; General Securities Representative; Investment Advisor Representative
NMLS#: 2274461
NMLS#: 2274461
About Ethan Vieira
Ethan Vieira is a Registered Client Service Associate with The Popper Group at Morgan Stanley. He joined the firm in 2021 with Morgan Stanley's Virtual Client Solutions division, servicing Global Stock Plan participants. He holds a Financial Planning Specialist designation, Series 7 and 66 licenses, and a MA insurance license. Ethan is a native of Fall River, MA. He holds a BS in Finance from the University of Connecticut. Ethan currently lives in Fall River, MA and enjoys watching Boston sports and UConn basketball, golfing, playing guitar and piano, chess, running, and reading.
Contact Alyson B. Popper
Contact Catherine Lyons
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
A Simple Six-Step Retirement Checkup
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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
Rational Investing in an Age of Uncertainty
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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
529 Plans: A Powerful Tool to Save for Education
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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
Ready to start a conversation? Contact The Popper Group today.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S., which it awards to 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. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
2Morgan 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States. Morgan Stanley Wealth Management is a business of Morgan Stanley Smith Barney LLC.
2Morgan 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.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
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.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque 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 | Morgan Stanley
CRC 4665150 (8/2025)
