The Thorndyke Group

Merrill Lynch Wealth Management
9128 Strada Place
Suite 301
Naples, FL 34108
(312) 696.7645
Learn more about an advisor's background on
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
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
Managing Director, Wealth Management Advisor
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022-2024
(Published annually in November. Rankings based on data as of March 31 of current year.)
Forbes "America’s Top 250 Wealth Advisors", 2022-2024
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1,200 Financial Advisors", 2023
(Published on March 10, 2023. Rankings based on data as of September 30, 2021.)
Show more recognition
Click here to learn more about advisor recognitions
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.

Tuesday, January 21st 2025| 1:00 PM EST – 2:00 PM EST | (12:00 PM CST – 1:00 PM EST)
Market Outlook

The Thorndyke Group is excited to be hosting a Market Outlook. Please register prior to the event using the link below. If you have any questions, please reach out to your advisor. We look forward to hosting the call.

Register here

Meet Our Team
Mark Thorndyke,

CEPA®, CFP®, CIMA®

Managing Director, Wealth Management Advisor
312.696.7645
James Murphy,

CPWA®

Senior Vice President, Resident Director - Wealth Management Advisor
312.696.2083
Rees Mason,

CDFA®, CFP®

Senior Vice President, Wealth Management Advisor
904.273.3820
David Ponsot,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
312.696.7607
Sally Blume-Kelly,

CFP®

First Vice President, Wealth Management Advisor
312.696.2117
Matthew Nies,

CEPA®, CFP®

Vice President, Wealth Management Advisor
312.696.7573
Monika Walczak
Vice President, Senior Financial Advisor
312.696.2058
Joseph Shannon
Assistant Vice President, Senior Financial Advisor
312.696.7656
Justin Brosseau,

CIMA®

Assistant Vice President, Wealth Management Advisor
312.696.7576
Matthew Pomerantz,

CFP®

Assistant Vice President, Wealth Management Advisor
312.696.7613
Suzanne Austin,

CFP®

Senior Vice President, Senior Wealth Planner
312.696.2151
Constantine Quintas
Financial Advisor
312.499.4673
Gianna Traylor,

CFP®

Financial Advisor
312.696.2080
Peter Au
Financial Advisor
312.696.2109
Yasser Arrocha,

CPFA®

Financial Advisor
312.696.7574
Thomas O'Mera,

CRPC™

Vice President, Senior Business Manager
312.696.2079
Judson D Nierman,

CFP®, CIMA®, CRPC™

First Vice President, Senior Investment Associate
312.696.7629
Alex Siedow,

CFP®

Financial Advisor
239.649.2907
Michelle L Koehn
Assistant Vice President, Wealth Management Associate
312.696.2154
Erica Perez,

CFP®

Assistant Vice President, Relationship Manager
312.696.7688
Nicholas Kapetanos,

CRPC™

Registered Wealth Management Client Associate
312.814.9027
Sean Kirwan,

CFP®, CRPC™

Officer, Registered Wealth Management Client Associate
312.696.2061
McKenna L. Bowles
Wealth Management Client Associate
312.696.7657
Jake Eugene Bertog,

CFP®

Registered Wealth Management Client Associate
312.269.5005
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
Merrill
Kurt Lorenzen
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #228680
Jim Goodrich
Wealth Strategies Advisor
Bank of America, N.A.
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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
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.
CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial AnalystsTM.
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.