Merrill Lynch Financial Advisor Barry Mordis

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Barry Mordis is a financial advisor based in Boca Raton, Florida, affiliated with Merrill Lynch. He offers investment advice and strategies tailored to align with his clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Barry provides comprehensive financial planning services. His practice focuses on helping individuals and families navigate their financial journeys and achieve their financial objectives.

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