The Lewkowitz-Gersten Wealth Management Group

Merrill Lynch Wealth Management
114 West 47th Street
New York, NY 10036
(212) 303-4055
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We measure success by the strength of our relationships and continued confidence our clients place in our professional experience and resources. The Lewkowitz Gersten Group would welcome the opportunity to serve as vigilant risk managers of your wealth in this ever-evolving global marketplace.
The Lewkowitz-Gersten Wealth Management Group
Merrill Lynch Wealth Management
Welcome

The concept of wealth management is often misconstrued. Many believe it's another name for investment management, while others see it as a generic "cookie cutter" approach to categorizing clients by financial products and services. The Lewkowitz Gersten Wealth Management Group sees things differently. As our client, you and your objectives are at the center of a very personal relationship. Your specific goals form the basis of a highly customized plan we build for you.

We help you design, implement, and oversee a custom strategy that helps you and your family pursue your personal financial goals without unnecessary risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed we succeed.

Recognition
Harry Lewkowitz
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. 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.)
Show more recognition
The Lewkowitz-Gersten Wealth Management Group
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
Welcome

The concept of wealth management is often misconstrued. Many believe it's another name for investment management, while others see it as a generic "cookie cutter" approach to categorizing clients by financial products and services. The Lewkowitz Gersten Wealth Management Group sees things differently. As our client, you and your objectives are at the center of a very personal relationship. Your specific goals form the basis of a highly customized plan we build for you.

We help you design, implement, and oversee a custom strategy that helps you and your family pursue your personal financial goals without unnecessary risk. Our wealth management approach is about using wealth to help turn goals into reality. When you succeed we succeed.

Meet Our Team
Harry Lewkowitz
Managing Director, Wealth Management Advisor
212.303.4055
Jeffrey Gersten
Senior Vice President, Senior Financial Advisor
212.303.4056
Walter Mould,

CPWA®

Assistant Vice President, Investment Management Specialist
212.303.4057
Kevin Greenan
Officer, Registered Senior Wealth Management Client Associate
212.303.4054
Lauren Nardone,

CRPC™

Registered Senior Wealth Management Client Associate
212.303.4053
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.
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.