The Thorndyke Mason Group

Merrill Lynch Wealth Management
824 A1a N
Ponte Vedra Beach, FL 32082
(904) 273-3820
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The team is committed to understanding your values and what you want to accomplish with your assets. One-on-one conversations and communication help us get to know who you are and what you and your family want for your individual lifetimes.  We can help you concentrate on pursuing your life goals while also working with you to plan your legacy.
The Thorndyke Mason Group
Merrill Lynch Wealth Management
Welcome

Our mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

Recognition
Mark Thorndyke
Managing Director, Wealth Management Advisor
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.)
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
About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Mark Thorndyke,

CEPA®, CFP®, CIMA®

Managing Director, Wealth Management Advisor
312.696.7645
Rees Mason,

CFP®

Senior Vice President, Wealth Management Advisor
904.273.3820
Erica Perez,

CFP®

Assistant Vice President, Wealth Management Specialist
312.696.7688
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.
Samantha Keene
Wealth Management Banking Specialist
Merrill
Zachary Zeman
Alternative Investments Regional Specialist
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.

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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.