Our Story and Services

For us, retirement planning means more than providing our clients with investment advice. It means helping them maintain the financial independence they've worked their whole lives to achieve. It means striving to help ensure they have the means to pursue what's most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies we develop on their behalf.

Our consultative process begins with an in-depth discussion of your current finances and future objectives. We'll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we'll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet unforeseen expenses and income demands that may arise during retirement.
Services Include
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

20807 Biscayne Blvd
Suite 100
Aventura, FL 33180
US
Direct:
(305) 936-2714(305) 936-2714
Toll-Free:
(800) 327-2048(800) 327-2048

Meet The Bodkins Group

About Mark N Bodkins

Mark Bodkins is an Executive Director and Financial Advisor with Morgan Stanley.  He began his career in the financial services industry at Merrill Lynch in 1976 where he held various positions before becoming a Financial Advisor in 1982.  In 1985, he joined Shearson Hammill & Co.  which after many incarnations became Smith Barney, later merging to become part of Morgan Stanley Wealth Management.   Having been with the same firm for almost his entire career has provided a level of stability and continuity for his clients.   Mark consistently seeks to help his clients develop and achieve their financial goals.  His 35+ years of experience combined with his client-focused approach has been the foundation for long lasting successful relationships.
Mark was born and raised in Lowell, MA and moved to Miami in the late 70s to attend the University of Miami.  After graduating with his BA in Finance and Economics, Mark stayed in the South Florida area where he met his wife, Amy.  In his time away from the office, he enjoys fishing, classic cars and antiquing.  Mark and Amy currently live in Southwest Ranches where they enjoy gardening and bee keeping.  Mark is a proud volunteer and guardian for South Florida’s Honor Flight.
Securities Agent: MA, GA, TX, SD, OH, NV, IL, DC, AR, NH, KS, WY, RI, ND, KY, SC, NC, MS, ID, DE, CT, VA, TN, PA, OR, NY, NJ, AZ, WI, IA, CA, AL, UT, NM, MI, CO, WA, MN, FL, OK, MD, LA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1395703

About John Martell Duford

John Duford is a First Vice President and Financial Advisor with Morgan Stanley.  He began his career in the financial services industry at Merrill Lynch in 1987, joined Morgan Stanley in 2010 and has served 29 years on the Management side of the business.  During his tenure in management, he has held various positions including Service/Operations Manager, Administrative/Risk Manager, Business Manager, Regional Business Manager, Sales Manager, Branch Manager – and now as a Financial Advisor with the Bodkins Group.
John’s extensive career has been focused on helping Financial Advisors with the tools & resources needed to ensure success in the financial services industry.  He has consistently supported advisors in incorporating these resources to originate, advise, trade, manage and leverage capital for their clients. John has always operated within the highest standards of excellence driving strong results and building long-term value and relationships with clients.  For the past 29 years John has trained, coached, and witnessed a lot of successful Financial Advisor practices, and will bring these added values to the Bodkins Group. 
John & his wife Josie were married in St. Patrick's Cathedral in NYC in 1995, they have two kids and live in Wellington, FL.
Securities Agent: NH, OR, DC, WA, TN, RI, OH, IL, WY, VA, SC, NY, MI, KY, IN, CO, AL, SD, FL, NV, NE, GA, AZ, MA, KS, IA, CT, WI, PA, NC, ME, MN, MD, UT, NM, ID, CA, AR, PR, OK, LA, DE, VT, TX, NJ, MS, HI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1413970

About Maria Strand

Maria Strand is a Senior Client Service Associate with the Bodkins Group at Morgan Stanley. Maria began her career in the financial services industry in the Municipal Bond Department of Advest, Inc. She has been with Morgan Stanley and its predecessors for 30 years. During the time while her children were very young she focused on working with clients to determine appropriate Long Term Care policies and then segued into branch operations. While working within branch operations she gained a detailed understanding of various financial products, branch procedures, compliance, and order processing. Since joining the team in 2011 she has taken on the responsibility of working with the advisors to create customized reports for portfolio reviews and financial plans. Maria also works to address administrative needs for the team and is extremely service oriented; she takes tremendous pride in assisting the group’s vast client base.

Maria was born in Cuba but moved to South Florida as a baby. She grew up in the North Miami area and attended Broward College. She has been happily married to her husband Ken for 25 years and they have two wonderful kids Kenneth, 21 and Graciela, 19. As a family they are very involved in their community and their church, Calvary Chapel of Ft. Lauderdale. Both of her children are pursing engineering degrees at Florida schools. This keeps her and her husband busy driving to Gainesville and Tampa for visits and college football games.

About Carolyn Williams

Carolyn Williams is a Senior Registered Client Service Associate with The Bodkins Group at Morgan Stanley. Originating from New York, Carolyn moved to Ohio in 1984 where she began her career in the financial services industry with Huntington National Bank. While with the bank she became licensed and worked in the retail banking division selling bank products, mutual funds and fixed annuities. Upon moving to Florida in 1996, she joined Morgan Stanley originally holding the position of Registered Associate where she was responsible for managing the daily operations and client service management for various Financial Advisors. In 1999, she switched roles moving into the position of Branch Administrator where she handled the day to day organization of branch operations alongside the Branch Manager. In 2008 Carolyn joined The Bodkins Group so that she could return her focus more specifically on client service management. She provides an extremely high level of account servicing to all of the team’s clients which include trade executions, account management, all administrative operations and specific client requests.

In her time away from the office, Carolyn loves to cook. She also enjoys biking, kayaking and watching a great sporting event. However, her favorite activity is spending time with her son, Alex.

About Tatiana Jaramillo

Tatiana Jaramillo is a Registered Client Service Associate with The Bodkins Group at Morgan Stanley. Tatiana has been in the financial services industry since 2018 and with Morgan Stanley since 2022. She joined the Bodkins Group in the fall of 2022 and is taking the responsibility of collaborating with the Financial Advisors in developing an overall business plan and marketing strategy for their team.
Tatiana was born New York but moved to Colombia when she was an infant. Pursuing a better future, she then moved back to Florida after graduating High School in 2016. Tatiana attended Florida International University where she completed her bachelor’s in Chemistry. In 2011, Tatiana had her son Matias and consequently moves with her husband to Pembroke Pines where she currently lives. In 2018, she started working at Wells Fargo where she found her passion in the financial industries and after a couple of years of great service and client relationships in the bank, she joined the team The Bodkins group at Morgan Stanley. She looks forward to getting to know the clients and creating a meaningful relationship with them and helping the team develop their business plan by coordinating and scheduling of client portfolio reviews, seminars and events.
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
4 Financially Smart Ways to Take Money Out of Retirement Accounts
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4 Financially Smart Ways to Take Money Out of Retirement Accounts

Discover how planning for required minimum distributions from retirement accounts can help you fund future needs and support loved ones.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
2025 Global Economic Outlook: U.S. Policies May Temper Global Growth
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2025 Global Economic Outlook: U.S. Policies May Temper Global Growth

Global growth is likely to be around 3% in 2025 and 2026, as tariff and immigration policies begin to slow the U.S. economy late next year, and China's underperformance restrains emerging markets.

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Are You Prepared for Tax Day?
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Are You Prepared for Tax Day?

The countdown to Tax Day has begun. Here are some strategies to consider as the deadline approaches.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.
Ready to start a conversation? Contact The Bodkins Group today.
Market Information Delayed 20 Minutes
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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2When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

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4Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

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6When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.

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Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.

Awards Disclosures
CRC 6491812 (04/2024)