Alyson B. Popper, CFP®
Senior Vice President, Wealth Management, Financial Advisor, Portfolio Management 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
Location
112 Worcester St
Wellesley, MA 02481
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 an Executive Director 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. Alyson obtained the Qualified Plan Financial Consultant credential from NAPA (National Association of Plan Advisors) in October 2022. Alyson has been recognized by Forbes as a Top Women Wealth Advisor in 2021-2026. Also in 2021-2025, Alyson was named by Forbes magazine as a “Best-In-State Wealth Advisor”. Additionally, our team has been recognized by Forbes as Best-In-State Wealth Management Teams for 2026.
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, 2025 and 2026, she was a member of the Morgan Stanley 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.
2021 - 2026 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.
2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24-3/31/25.
Awards Disclosures
Alyson graduated Brandeis University with a BA in Economics. She later obtained her CERTIFIED FINANCIAL PLANNER® designation. Alyson obtained the Qualified Plan Financial Consultant credential from NAPA (National Association of Plan Advisors) in October 2022. Alyson has been recognized by Forbes as a Top Women Wealth Advisor in 2021-2026. Also in 2021-2025, Alyson was named by Forbes magazine as a “Best-In-State Wealth Advisor”. Additionally, our team has been recognized by Forbes as Best-In-State Wealth Management Teams for 2026.
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, 2025 and 2026, she was a member of the Morgan Stanley 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.
2021 - 2026 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.
2026 Forbes Best-In-State Wealth Management Teams
Source: Forbes (Awarded Jan 2026) Data compiled by SHOOK Research LLC based for the period 3/31/24-3/31/25.
Awards Disclosures
Securities Agent: MN, NC, GA, MI, CT, PR, IL, FL, DC, AZ, VA, TN, SC, PA, NH, MS, CA, NV, MD, WA, NJ, ME, DE, AR, RI, MA, HI, VT, TX, NY, CO, OH; 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: MN, TN, SC, NJ, NH, DC, WA, NY, VT, PR, ME, GA, AZ, MD, IL, FL, CO, NC, AR, HI, CA, PA, NV, MA, DE, RI, MS, VA, TX; 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
Iran Conflict: Seven Takeaways for Investors
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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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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)
