Lee is a Managing Director/ Senior Financial Advisor at Merrill Lynch Wealth Management with 21-years of experience as a Financial Advisor. Lee constructs customized financial strategies for high net worth individuals, corporate executives, endowments, foundations. Lee’s focus is on preserving and growing wealth to provide the best outcome for fulfilling each client’s goals and objectives. Lee focuses on advising clients on asset allocation, portfolio construction and opportunistic investing.

His experience includes the Private Wealth Management Groups of Morgan Stanley and Lehman Brothers. Lee earned his MBA from the University of Colorado and his B.S. in Business Administration from Binghamton University. He and his wife Laurie live in Short Hills, NJ with their daughter and son.

Named to the Forbes "Best-in-State Wealth Advisors list, April 2023*, April 2022* and February 2021.(*Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

 

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Asset allocation does not ensure a profit or protect against loss in a declining market.

Kevin Zimmer is a financial advisor for the Nesser | Sheft Group in NYC. He is responsible for manager selection as it pertains to our client’s investment objectives, risk tolerance, and allocation profile. After our due diligence team vets specific strategies for our platform, Kevin conducts an additional level of oversight to determine its place in our client’s custom strategies. He is also responsible for reviewing household allocations to help ensure they remain aligned to the changing economic landscape and the needs of our clients as they evolve over time.

Prior to this, Kevin was VP Associate Specialist for Investment Solution Group for BofA in the NYC Metro market. He attended University of Maryland with a bachelors degree in Economics.

Alex Carter is a financial advisor with the Nesser | Sheft Group in Manhattan. He works with our clients to develop wealth management plans that help achieve their goals and protect their families. With knowledge of and access to the full suite of Merrill Lynch Wealth Management products, Alex coordinates with the team to ensure that our clients are being taken holistically. His key focus is on next-generation wealth transference.

Prior to joining the team, Alex received his MBA from Fordham University’s Gabelli School of business. His past work experience includes real estate and sports marketing.