My Story and Services

Through my trademarked process WealthCase®, I develop and implement tailored wealth strategies that balance short, intermediate and long-term objectives.

As a financial advisor with Morgan Stanley, I help families, individuals and private entities manage the financial resources needed to achieve their goals.

I invite you to work with me and experience a relationship dedicated to the singular goal of providing the excellence you demand; the integrity you deserve.
Services Include
  • Alternative Investments1
  • Asset Management2
  • Endowments and Foundations3
  • Estate Planning Strategies4
  • Executive Financial Services5
  • Philanthropic Services
  • Professional Portfolio Management6
Securities Agent: TX, OR, OK, NY, NJ, MA, FL, CT, CO, CA; Managed Futures; Transactional Futures/Commodities; General Securities Representative
NMLS#: 1265155
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

WealthCase®

  • Wealth Management A Step Above
    I came to the business of managing client financial affairs after many years of working with institutions on complex issues. I became convinced that the same techniques used with global organizations can work just as well for families, professionals and private entities.

    Based on this belief, I have developed a proprietary process to help manage private wealth. I am happy to announce that Morgan Stanley has trademarked my process under the name WealthCase®. As the only financial advisor authorized to use WealthCase®, I am offering WealthCase® on an exclusive basis to service qualified clients.

    WealthCase® is an innovative response to the problem of cash flow management across all assets and liabilities. I welcome the opportunity to discuss directly with you how WealthCase® may benefit your specific situation.
  • Experience:
    Morgan Stanley*
    Financial Advisor, Private Wealth Management

    The Credo Group Inc.
    Founder and CEO, Institutional Consulting

    Accenture
    Consultant, Global Financial Risk Management

    JPMorgan Chase
    Tailored Transactions, Global Capital Markets
  • Education:
    MBA
    NYU Graduate School of Business

    MA
    Columbia University Graduate School of Arts and Sciences

    BA
    Queens College CUNY

    Series 7
    General Securities Representative

    Series 63
    Uniform State Law Exam

    Series 65
    Investment Advisory Agent

    Series 3
    National Futures Association Associated Person

    Licensed for life, accident and health insurance products

    Licensed for variable annuities

    Licensed by NYS Board for Public Accountancy to deliver Continuing Professional Education

    CERTIFIED FINANCIAL PLANNER™ Certificant
  • Associations:
    NYSSCPA Estate Planning Committee

    Columbia University Alumni Association Events Committee: chair, Family Sub-Committee

    Estate Planning Council of New York City, Inc.

    NYSSCPA Family Office Committee
Lester Wigler, Financial Advisor, Portfolio Management Director and CERTIFIED FINANCIAL PLANNER™ professional, joined Morgan Stanley in 2004. He focuses on helping families, individuals and private entities achieve their highest priorities. Lester develops and implements comprehensive tailored strategies that are centered on detailed financial and liquidity planning. Through his trademarked process, WealthCase®, he advises his clients on the optimal balance of short, intermediate and long-term approaches to their financial goals and objectives.

Prior to joining Morgan Stanley, Lester served as founder and president of an institutional investment consulting firm. In this role, he worked with corporations, banks and monetary authorities in capital management and customized portfolios. Before launching his firm, Lester managed financial risk management activities at Accenture, directing engagements with international financial institutions. He also was an officer on the capital markets desks of JP Morgan, responsible for the sales, trading and structuring of capital market transactions.

Lester has written and lectured on the implications of financial innovation. He has been interviewed and quoted by financial journals and his articles have appeared in industry publications.

Lester serves on the Events Committee of Columbia University. He is also a member of the Estate Planning Council of New York City.

Lester earned a Master of Business Administration in international finance from New York University, a Master of Arts from Columbia University and a Bachelor of Arts from Queens College, CUNY.

    Client Service Team

    • Stuart Miles - SENIOR REGISTERED ASSOCIATE
      Series 7, General Securities Representative

    Location

    399 Park Ave
    12th Fl
    New York, NY 10022
    US
    Direct:
    (212) 893-6458(212) 893-6458
    Toll-Free:
    (800) 223-0270(800) 223-0270
    Fax:
    (212) 893-6301(212) 893-6301
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    Ready to start a conversation? Contact Lester Wigler today.
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    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


    CRC 2019752 10/2018