The Nesser | Sheft Group

Merrill Lynch Wealth Management
114 West 47th Street
New York, NY 10036
(212) 382-8457
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The Nesser | Sheft Group’s core belief is that each client is entitled to the highest level of personalized service. As Financial Advisors, we work with our clients to define personal and family goals. We then implement strategies centered on managing their financial assets and liabilities to achieve these goals.
The Nesser | Sheft Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our team will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Lee Nesser
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Nesser | Sheft Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
About Us
Mission Statement

Our mission is to unlock the confidence, simplicity and security that wealth is supposed to provide. While our clients come from diverse backgrounds and various professions they are all connected by one common thread: For the most part, they have planned better for their businesses and careers than they have for their family. Our job is to make sure that our client's financial lives are aligned with their goals so that their focus can be where it should be – on loving their families.

Meet Our Team
Lee Nesser
Managing Director, Senior Financial Advisor
212.382.8457
Kevin Zimmer
Vice President, Senior Financial Advisor
212.382.8659
Alexander Carter
Financial Advisor
212.382.8596
Cathy Agle
Financial Advisor
212.382.8509
Tiffanie Natale
Assistant Vice President, Wealth Management Associate
212.382.8572
Noemi Campos
Registered Wealth Management Client Associate
212.382.8645
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.
Serge Permyakoff
Senior Wealth Management Lending Officer
NMLS #642144
Peter Hekl
Wealth Strategies Advisor
Conor O'Keefe
Alternative Investments Regional Specialist
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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