The Mordis Group

Merrill Lynch Wealth Management
1 Town Center Rd
Boca Raton, FL 33486
(561) 416-4627
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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
Merrill Lynch Wealth Management
Welcome

                                                                                 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
Barry Mordis
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Meet Our Team
Barry Mordis,

CFP®, CPFA™

Managing Director, Wealth Management Advisor
561.416.4627
Justin Larivee,

SE-AWMA™

Assistant Vice President, Wealth Management Specialist
561.393.4533
Jessica Covitz
Wealth Management Client Associate
561.416.4608
Shannon Erickson
Registered Wealth Management Client Associate
561.416.4614
Brian R. Ehrenberg
Assistant Vice President, Wealth Management Associate
561.416.4618
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
Merrill Lynch Logo
Sameer Derashri
Wealth Strategist
Merrill Lynch Logo
Nicholas Karpinski
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.