Shropshire, Ceesay & Associates

Merrill Lynch Wealth Management
75 Rockefeller Plz
New York, NY 10019
(212) 415-8841
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We are a New York City based wealth management team with a focus on managing the complex needs of financial professionals, corporate executives and business owners.  Every member of our team is dedicated to helping you to accomplish the goals that matter most to you, your family and your community.
Shropshire, Ceesay & Associates
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
Shropshire, Ceesay & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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
Anthony Shropshire,

CEPA®, CPFA™, CPWA®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
212.415.8841
Mardy Ceesay,

CPWA®

Senior Vice President, Wealth Management Advisor
212.236.5148
Matthew Gatto,

CPFA™, CPWA®

Managing Director, Private Wealth Manager
212.418.2854
Albert T. Smith III
Vice President, Senior Financial Advisor
212.236.9100
James Hickey,

CPWA®

Financial Advisor
212.415.7734
Zoe Bender,

CRPC™

Financial Advisor
212.236.5889
Ben Gomes
Financial Advisor
212.236.5190
Elmira Zavlunova
Officer, Registered Senior Wealth Management Client Associate
212.415.7649
Elizabeth Flynn
Wealth Management Client Associate
212.284.5801
Annie Balgobind
Wealth Management Client Associate
212.415.7425
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.
Conor O'Keefe
Alternative Investments Regional Specialist
Bank of America, N.A.
Eli Poupko
Private Wealth Strategist
Sheri Chafetz
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #413923
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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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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.