The Faces of Fort Lauderdale
The FACES of FINANCIAL PLANNING AND WEALTH MANAGEMENT
The Bodkins Group at Morgan Stanley
Money. It’s arguably the most taboo subject one can broach. While other conversations may seem more personal, it’s money we keep closest to the vest. Whether in times of economic boom or financial uncertainty, many of us don’t know how to best manage our resources or more importantly, who to entrust them with.
With over 100 combined years in the money management industry, the group certainly has the experience. And with a list of loyal clientele who are more like family than account numbers, you will be assured of the best, transparent investment strategy for your individual needs.
The team, comprised of Senior Vice President and Financial Advisor Mark Bodkins (41 years of experience); First Vice President and Financial Advisor John Duford (32 years); Senior Registered Associates Carolyn Williams (35 years) and Lauren Jordan (13 years); and Senior Client Associate Maria Strand (29 years) feels like more of a family than just business associates. And they treat their clients like extended family, knowing each personally, sometimes spanning multiple generations over the years.
Having a good financial advisor is an important thing. Having one who knows and cares about you personally? Even better.