The FACES of FINANCIAL PLANNING & WEALTH MANAGEMENT

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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.

The Bodkins Group certainly has the experience with over 100 years combined in the money management industry. 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 (42 years of experience); First Vice President and Financial Advisor John Duford (33 years); Senior Registered Associates Carolyn Williams (36 years) and Lauren Jordan (14 years); and Senior Client Associate Maria Strand (30 years) feels more like a family than business associates. 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? Even better.

20807 BISCAYNE BLVD., SIXTH FLOOR

AVENTURA, FL 33180

305.936.2714

FA.MORGANSTANLEY.COM/BODKINS

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