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The Thorndyke Group
Merrill Lynch Wealth Management
9128 Strada Place
Suite 301
Naples, FL 34108
(800) 827-4914
(800) 827-4914
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The Thorndyke Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
The Thorndyke Group
Merrill Lynch Wealth Management
Welcome
Welcome
Our mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. We help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. Our wealth management approach is about using wealth to help turn goals into reality.
Recognition
Mark Thorndyke
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "America’s Top 250 Wealth Advisors", 2022-2023
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show More Recognitions
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "America’s Top 250 Wealth Advisors", 2022-2023
Forbes "Best-in-State Wealth Advisors", 2022-2023
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show More Recognitions
James Murphy
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Rees Mason
David Brady Award, 2017
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Working Mother "Top Wealth Adviser Moms", 2019-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Show More Recognitions
David Brady Award, 2017
Forbes "America's Top Next-Generation Wealth Advisors", 2017-2018, 2020-2021
(Published annually July – Sept. Rankings based on data as of March 31 of current year.)
Working Mother "Top Wealth Adviser Moms", 2019-2021
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Show More Recognitions
Matthew Nies
Forbes "America's Top Wealth Management Teams High Net Worth", 2022
(Published on November 8, 2022. Rankings based on data as of March 31, 2022.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2022
(Published on November 8, 2022. Rankings based on data as of March 31, 2022.)
Justin Brosseau
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America's Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Gianna Traylor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2023
(Published annually in November. Rankings based on data as of September 30 of current year.)
About Us
Philosophy
It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.
Meet Our Team
Mark W Thorndyke, CEPA®,CFP®,CIMA®
Managing Director, Wealth Management Advisor
312.696.7645
312.696.7645
James Murphy, CPWA®
Senior Vice President, Resident Director - Wealth Management Advisor
312.696.2083
312.696.2083
Judson D Nierman, CFP®,CIMA®,CRPC™
First Vice President, Senior Investment Associate
312.696.7629
312.696.7629
Justin M. Brosseau, CIMA®
Assistant Vice President, Wealth Management Advisor
312.696.7576
312.696.7576
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Faheem Chaudhry
Wealth Management Banking Specialist
Kurt Lorenzen
Wealth Management Lending Officer
NMLS #228680
Jim Goodrich
Wealth Strategies Advisor
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.