Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Merrill Lynch

The Mordis Group

Wealth Management

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FINRA's BrokerCheck

Merrill Lynch
Wealth Management

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.

Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Barry D Mordis

Our Group

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

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Violeta R Wagner

Wealth Management Banking Specialist

Merrill

Jon Berens

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #1582686

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

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



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    #DigitalMerrill

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

    Your advisor is a click away within our site or mobile apps

    You can 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’s asset aggregation tool

      Let’s Have a Conversation

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

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.



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      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

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