Connecting all aspects of your financial life

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Nancy has appeared on CNBC and has had articles in The Huffington Post, Lears and Elite magazine (China) and was on the cover of the American Philanthropy Magazine’s first issue in 2014. She has been quoted in a Fortune article and has been a speaker at many financial seminars.

In 2012, she created The Heiser Group’s financial series “Women Leaving a Legacy” and “The Legacy Speaker Series” held throughout the year.   Nancy was a council member on the 100 Women in Hedge Funds Leadership Council at UBS and is an "Angel" member. Currently she is a council member on the "100 Women in Finance Leadership Council". 

Nancy founded and chaired for six years the New York Chapter of Save the Children. She served as a board member for The Resource Foundation and is a supporter of Relief Riders International, riding from village to village in India to visit school children. When not working with clients, Nancy is a teacher for students covering Financial Literacy.

She earned her CIMA® designation ( Certified Investment Management Analyst)  in 1995 and received her master’s degree from the University of Southern California. In 2019 she earned her CEPA designation ( Certified Exit Planning Advisor ) continuing her focus on assisting business owners transition their business and personal life.

She has lived in several foreign countries and while in Japan was a blue ribbon winner in the Tokyo Horse Show. Currently, Nancy lives in Manhattan.

Licenses and services —Series 7 Securities Representative; Series 63 Uniform Securities Agent State Law; Series 65 Uniform Investment Advisor Law; Licensed life and health insurance agent; annuity sales, retirement plan consulting, CIMA® (Certified Investment Management Analyst®).

• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• University of Southern California, Master's Degree

• Certified Investment Management Analyst®
• Certified Exit Planning Advisor
• Portfolio Manager

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For the past 30 years, Heather has been helping clients navigate the financial markets. She has worked with both institutional and individual investors focusing on asset allocation & investment solutions. For 15 years her clients were international financial institutions which afforded her the opportunity to develop a keen understanding and appreciation of international financial markets. Today, Heather and her team provide comprehensive wealth management consulting that encompasses financial planning, retirement income planning and investment consulting to name a few.

Heather is as dedicated to family and community as she is to her clients. Although she is a US citizen, she is a native of the lovely island of Barbados. She is the mother of one adult son and a "Big Sister" to a 14 year old girl from Big Brothers Big Sisters who she has been mentoring for 4 years. She's an avid gardener, passionate about golf and serves on the board of Big Brothers Big Sisters of Coastal & Northern NJ.

• Forbes America’s Top Women Wealth AdvisorsThe Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• Forbes Best-in-State Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Best-in-State Women Wealth Advisors, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Portfolio Manager
• Wealth Advisor

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Whether you’re embarking on one of life’s most sacred unions, preparing for the birth of your child, coping with the loss of a loved one, or going through the hardship of a divorce - situations that shape our clients lives daily - experience with these profound life events provides a sense of a comfort when making financial decisions. As a partner and Senior Vice President within Alpha Legacy Wealth Management (ALWM), Gabe has worked tirelessly on delivering an approach with his clients that has built trust and relatability. His ability to connect with his clients through his own life’s experiences to help them navigate through their own has proven to be invaluable.

Entering the Financial Services industry amidst the financial crisis of 2008. From there, he drew on his background in client service, relationship management, and financial planning to help his client’s reach their financial goals.

Shortly before graduating from Monmouth University in 2008 with a B.S. in Finance, Gabe obtained his Series 7 and Series 63. These tools afforded Gabe the opportunity to join Merrill Lynch as a Registered Client Service Associate alongside Nancy Heiser, handling all of her client’s service and wealth management needs. A few short years later in 2013, he joined UBS Private Wealth Management as a Wealth Strategy Associate where he handled the financial planning needs of our Ultra High Net Worth clients.

In 2015, Gabe expanded his reach even further by taking over the Northern New Jersey Market as UBS’s Wealth Planning Analyst. In this role, he was able to obtain his Certified Financial Planner™ designation. Later on in 2017, Gabe would join Alice Anselmo and Heather Meade to create the AMC Wealth Consulting Group.

The culmination of all of these relationships resulted in the merger with Alpha Legacy Wealth Management in January 2019. Operating out of  New York City and New Jersey, ALWM prides itself on its service model and the diversity it offers to its clients.

• Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
• Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Monmouth University, BS - Finance: 2004 - 2008

• CERTIFIED FINANCIAL PLANNER™
• Accredited Wealth Management Advisor℠

Raichel Kerr recently joined the Alpha Legacy Wealth Management team as a Registered Client Service Associate. Raichel has eight years of experience in the financial services industry and prior to joining UBS she was a Senior Insurance Operations Specialist with National Securitas Corp. Raichel currently holds her series 7 license and is studying for the series 66 license. She is a graduate of Monmouth University with a Masters of Business Administration in Finance.

• Monmouth University, Masters: 2011 - 2015

Barbara Rutkowski joined UBS ten years ago as a Client Service Associate with over 25 years combined experience in the financial services industry.  Prior to joining UBS, Barbara was formerly employed as Executive Secretary and Senior Administrative Assistant at Allen & Company, Arnhold and S. Bleichroeder, Inc. and Updata Capital.  Barbara is a graduate of the College of Staten Island and has taken certification courses at The New York Institute of Finance.

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Sunita serves as a Senior Registered Client Associate to handle the team's wealth management operations. She is a dedicated relationship builder and is committed to creating an exceptional experience for each client. Her role is vital to the implementation of the financial planning, investment and marketing processes.

Sunita's family comes from a banking background and clients find that wealth management is second nature to her. Sunita's career began at GE Capital in a joint venture to set up the first consumer finance company in India. She has been working with high net worth clients for over fifteen years, first at JP Morgan Chase bank and now with UBS.

Sunita graduated from Rider University in Lawrenceville, NJ with a double major in Finance and International Management. She went on to do her MBA from the Thunderbird School of Global Management in Glendale, AZ where she majored in International Management.

Sunita is FINRA-registered and holds Series 7, Series 6 and Series 63 securities licenses.

• Rider University, BA Finance and International Management
• Thunderbird School of Global Management, MBA