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Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Looking toward a new era of growth
This year started strong. Will 2024? Watch experts discuss where the markets and economy could go next and steps you could take now to prepare.
Looking toward a new era of growth
This year started strong. Will 2024? Watch experts discuss where the markets and economy could go next and steps you could take now to prepare.
The Thorndyke Group
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Merrill Lynch
Wealth Management
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 Message
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.
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.
Capabilities
It is important to know exactly where you are with your finances, where you plan to go, and how much you may need to help get you there. Drawing on Merrill’s investing insights and with access to Bank of America’s credit and lending solutions, we can offer you a comprehensive, personalized plan to help you pursue your goals. We will provide transparency on what you’re paying for and what you’re getting, as well as potential opportunities and risks. Understanding that life needs and market conditions can change, we will meet with you, as necessary, to help make sure your strategy remains on track to pursue your goals and adjust your approach for the journey ahead, as needed.
The broad investing resources of Merrill provide you with access to potential strategies for income management, education funding, retirement income planning, and guidance for executives with concentrated stock positions. In addition to traditional and alternative investments and wealth transfer solutions through Merrill, you have access to estate planning services from Bank of America. As your single point of contact we can connect with key professionals in your life, working closely with your outside advisors, such as attorneys, accountants and elder care specialists.
DISCLOSURE: Some or all alternative investments may not be appropriate for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other appropriate investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
Focus On Individuals, Families and Small Businesses
We believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring others and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together and defining your financial goals
Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Mark W Thorndyke
Barron's "Top 1,200 Financial Advisors: State-by-State" 2009-2023
Published annually in February - March. Rankings based on data as of September 30 of the prior year.
Forbes “Best-in-State Wealth Management Teams” 2023
Published on January 12, 2023. 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.*
Forbes "Best-in-State Wealth Advisors" 2018-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Forbes "America's Top Wealth Advisors" 2018-2023
Published annually Aug - Oct. Rankings based on data as of Mar 31 - June 30 of current year.
Rees Mason
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
James Murphy
Forbes "Best-in-State Next-Generation Wealth Advisors 2022
Published on August 3, 2022. Rankings based on data as of March 31, 2022.
Who We Are
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
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.
Ralph Perez
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #1389976
Faheem Chaudhry
Wealth Management Banking Specialist
Merrill
Nicholas A. Beilfuss
Wealth Strategist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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