Timothy Popko

Background

About Timothy Popko

Tim is a CERTIFIED FINANCIAL PLANNER® professional and CERTIFIED INVESTMENT MANAGEMENT ANALYST® designee focused on addressing the complex financial needs of successful corporate executives and other accomplished individuals. As a Workplace Advisor-Equity Compensation, he focuses on incorporating the management of restricted stock options and concentrated positions into his client's overall financial picture. Committed to a high level of client service, Tim uses a comprehensive step-by-step process to help uncover his clients’ goals, values and wishes. Through this process he seeks to help ensure that each client is confident in their individual plan. Tim works to approach each situation with a holistic view of wealth planning. Prior to Morgan Stanley, Tim worked at New York Life Insurance Company gaining knowledge in both insurance and investments. Tim is a graduate of SUNY Cortland, where he earned a degree in business economics. He is a lifetime baseball enthusiast, who enjoys golfing and playing softball in his free time. Areas of focus: Asset Allocation strategies, Wealth Management, Financial Planning, Investment Planning, Retirement, Estate Planning strategies, Education Planning, Tax Planning Strategies, Relationship Management, Mutual Funds, Equities, ETFs, Bonds Morgan Stanley Smith Barney LLC 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 visit us at or consult with your Financial Advisor to understand these differences.