Mordechai Bock and Michael Bock
Financial Advisor
Empowered by 35 years of experience as a Financial Advisor, Michael Bock of Wells Fargo Advisors in Boca Raton acts as his clients’ financial advocate. He creates investment and liability management strategies using Wells Fargo Advisors’ resources. He coordinates strategies by interfacing with a client’s other trusted Tax and Legal advisors. That focus and dedication earned Bock recognition as a Platinum Council member with Wells Fargo Advisors in 2022 and 2023.
As Managing Director – Investments, Bock helps clients navigate the financial aspects of life transitions such as retirement, the sale of a business, inheritance, divorce or death of a spouse. Several of his team’s clients are fellow financial professionals.
“I advise a number of clients and their families that are principals of private equity firms,” Bock says. “It’s a great compliment to be trusted by people who manage money for a living.”
Bock helps maximize each client’s balance sheet. Giving prudent investment advice, reviewing financial goals, integrating efficient borrowing (when appropriate), reviewing family insurance needs to pursue their financial goals. “Even before structuring investment portfolios for a client and their family, we review their current structure and plan for unnecessary and preventable risks. We then bring in members of the firm’s advisory centers that have expertise in trusts and estate, philanthropy and tax strategies.”
Bock’s eldest son, Mordechai – Financial Advisor, has joined the team as a Financial Advisor after gaining experience scaling revenue and aiding clients for companies in the artificial intelligence, enterprise information and personal development spaces. Mordechai has studied psychology and finance at Harvard University.
Bock began his career as a Financial Advisor with E.F. Hutton. He continued to build his experience at Lehman Brothers, Prudential Securities, Morgan Stanley, Smith Barney/Citigroup Global Markets and Merrill Lynch before being recruited by Wells Fargo Advisors in 2018. Bock and his wife reside in Boca Raton and have two other children.
Wells Fargo Advisor, 5355 Town Center Road, Ste. 1004, Boca Raton, 561-394-7581, michaeljbock.com
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