Zev N. Grossman

Zev N. Grossman

Financial Consultant
Retirement Planning Specialist

Phone: 212.408.9016
Fax: 212.541.1914
Mobile Phone: 516.220.9101
E-mail:
 

Financial planning for families with special needs requires a special approach. During the 15 years I have been in practice, it has always been my goal to help people take control of their financial wellbeing. I believe that achieving financial independence is one of the most empowering actions we can take in life. I believe that people who are financially secure can live happier, more meaningful and more significant lives than those who are not. That is why I have made a professional commitment to assist families with disabled members try to achieve the same financial freedom that I consider so critical for all of us.

I joined AXA in 2001 after a long and successful career with some of the most prestigious firms on Wall Street. At Salomon Brothers and at Deutsche Bank, I was a senior equity research analyst. I spent years guiding and advising money managers from the world's largest investment houses on stock selection and investment strategies within my specialty area -- the energy industry. Prior to going to the "Street", I worked for fifteen years as a manager and an economist with two Fortune 500 Energy companies.

Training and education are critically important to my success. In addition to a Masters from Duke and an MBA from the University of Houston, I have my Series 7, 63 and 65 registrations from FINRA. I am fully licensed to sell Life and Health Insurance as well. I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

What this means for my clients is that I have the commitment, experience and background needed to help them through the tough decisions - the ones that affect their financial security, their retirement, their children and their legacy.

California Insurance License #: 0J12618


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