The Mordis Group

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Merrill Lynch

The Mordis Group

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Professionals who understand the needs of affluent families

Everyone on our team is committed to helping clients pursue their financial goals. Look at our experience and qualifications and we think you’ll understand why a select group of affluent families have made us the first choice to offer them financial advice and guidance. We look forward to the opportunity to discuss how our approach to wealth management just may be the right fit for you and your family.

The Mordis Group

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A team dedicated to enhancing your financial life

When you are deciding which financial advisors offer the best fit to help you manage your wealth, you tend to consider their experience, skill and commitment. We think those qualities are why wealthy families in South Florida and across the country turn to The Mordis Group for financial advice and guidance.

Our team offers you a high level of service with the potential to enhance every aspect of your financial life. We pride ourselves on outstanding service, and we strive to be there when you need us. In fact, three generations of clients rely on us for insight to help them enjoy their resources now and strategies to help them preserve wealth for the long term.

A goals-based process built on understanding, action and communication

Our approach to client relationships begins with a dedicated process that seeks to understand your priorities, goals and present financial outlook.

  • Private briefing – In our first meeting(s), we have conversations in which we listen to where you are currently, and seek to understand your financial personality, goals, aspirations and priorities.

  • Discovery phase – We strive to analyze every aspect of your financial life, from your investment personality to your monthly budget. Our analysis will cover our income and investments, liabilities, business interests, insurance and risk management, real property and other non-liquid assets.

  • Implementation phase – With your consent, we will put into action customized strategies, and tactics designed to address your priorities, liquidity needs, risk profiles and time horizon, and help move you toward your goals.

  • Periodic reviews – We meet regularly to review progress toward your goals, recommend any strategic adjustments and get updates on any changes in your outlook or objectives.

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Working to understand your financial concerns

At The Mordis Group, we week to understand your priorities and concerns. We want to know the key factors that drive your decision making. This helps provide a foundation for our advice and guidance. Such insight helps us tailor strategies to your needs.

Focusing on your family’s financial outlook

Each person has unique goals and priorities. Those distinctions may impact the family’s current and future wealth structure. We appreciate the opportunity to work with the next generation, helping to prepare them for the eventual stewardship of the family’s assets.

Addressing what needs to be done now

We evaluate the entire family’s priorities and interests. This process often leads us to propose new strategies that focus on the elements that matter most to you. The suggestions we make grow out of our disciplined process. They are informed by what we have learned by listening to you and reviewing your situation.

Organizing for efficiency

Our team can offer recommendations for an integrated structure to help you streamline and organize your financial world. We offer strategies to help you do everything from paying your monthly bills, to saving for retirement, to selling a business. Our goal is to help you save time, money and effort throughout your daily life.

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Keeping your financial objectives in focus

What are your goals for the next 5, 10, or 20 years? It’s a simple question, but one that even some of the most successful business leaders, entrepreneurs and professionals haven’t yet fully answered. They just do not have the time. The Mordis Group seeks to help clients clarify and focus on their objectives and develop step-by-step strategies to pursue them. We see our job as simplifying clients’ financial life so that they can concentrate on their business and the people they care about.

A clear view of your business goals

Whether you’re a corporate executive, business owner or a member of a practice partnership, our team can look at ways to help you make the most of your income, monetize business equity and convert equity and deferred compensation. Whether you’re looking to boost revenue, strike out on your own or see how long until you can retire, our team can offer strategies to help you get where you want to go.

Targeting families’ milestones

Because of our long experience working with a diverse range of affluent families, we can help you map out and prepare for key events, such as education savings, gifting for children starting new careers or families of their own, and retirement. Through Bank of America, we can also offer you access to lending strategies to help you prepare your finances for other life goals, such as the purchase of a new or additional home, boats and aircraft, and fine art and antiques. If you have philanthropic interests, we can show you potentially advantageous ways to give to charity and other causes.

Looking beyond tomorrow

Our team can work with you and, with your permission, your lawyers and accountants to develop wealth transfer strategies to help you pass on your assets in ways that you intend. Among other techniques, we can consider trusts, family corporations and partnerships, insurance and gifting.

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A strategy-based approach to your financial journey

Our team works with client families in an ongoing process, since time and life have a way of changing perspectives as clients advance on their financial journey. Once we understand what you want to do and where you want to go, we strive to offer a range of potential approaches, taking into account various life events and possible contingencies.

How we look at your investments

Ask the clients we serve about their portfolio and one answer you’re likely to hear is: “Which one?” That’s because our team believes in customizing investment allocations to the client’s needs and goals. We may recommend highly liquid portfolios for routine expenses and emergency funds, intermediate-term strategies for three- to five-year objectives, and long-term investments targeting retirement and wealth transfer. If you chose, you can delegate to Barry the investment management responsibilities for your portfolios through the Investment Advisory Program, meaning he has discretion over certain investment decisions surrounding your investment strategy.

Once Barry has confirmed your goals and life priorities, as well as identified your portfolio investment objective, time horizon, risk factor and liquidity needs, he will recommend targeted asset allocations for your portfolios to help pursue your specific investment objectives. Granting Barry authority allows him to respond to market changes, price volatility and global events with the ability to make adjustments, if needed, to help your portfolio stay on track toward your goals.

How we help you prepare for retirement

This generation views retirement far differently than their parents and grandparents. Today’s retirees are living longer and making the most of this period of their lives. Through our disciplined process, our team will seek to understand your vision for retirement – when you want to retire and how you expect to spend your time. Based on what we learn, we can offer long-term investment and income generation strategies to help support your retirement goals, whether you want to set sail, volunteer, take classes or start a new business. We can also offer recommendations to address any special financial needs you may have in retirement, such as expenses related to health care or domestic assistance.

Meet the Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video 

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.