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The Nesser | Sheft Group

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Outlook 2022:  Dawn of a breakout era?
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Merrill Lynch

The Nesser | Sheft Group

Wealth Management Group

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Merrill Lynch
Wealth Management

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

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.

Our Philosophy

Financial and professional success should provide our client’s the ability to live without concern over their finances and their ability to meet their goals. Successful goals-based wealth planning requires constant involvement in financial markets and persistent diligence that comes at the expense of that confidence. Even for knowledgeable investors, this can be a heavy burden. Our job is to develop strong relationships with clients so that we can take on the task of meeting their goals by delivering the institutional knowledge and capabilities of Bank of America and Merrill Lynch Wealth Management. 

The Nesser | Sheft Group acts as a true essential resource by developing customized financial and wealth management plans designed to preserve and grow the wealth that our clients have worked hard to attain.

The Nesser | Sheft Group acts as a true essential resource by developing customized financial and wealth management plans designed to preserve and grow the wealth that our clients have worked hard to attain.

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.

Lee R Nesser

Forbes “Best-in-State Wealth Advisors”  2021

Our Group

Supported by the global resources of Merrill, our group 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.

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Peter Hekl

Trust Specialist

Merrill

Diane Pedrosa-Sciacca

Diane Pedrosa-Sciacca

Wealth Management Banking Specialist

Merrill

Serge Permyakoff

Serge Permyakoff

Senior Wealth Management Lending Officer

Bank of America, N.A.

NMLS #642144

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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.

      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.


      Merrill_Capabilities_Brochure.png

      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.



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      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.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.