Zev Grossman

As a Financial Consultant at Equitable Advisors, I am dedicated to helping my clients build a secure financial future. To do it right takes commitment, experience and training.

I joined Equitable 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 also critically important. 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 the FINRA. I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

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

The path to financial independence is not well-marked. It is full of uncertainty and risk. I have dedicated my career to helping my clients smooth their path to financial well-being.

• I believe that taking control of your financial well-being is one of the most empowering actions you can take in life!
  
  
• I believe that people who are financially secure can live
  
  • happier,
  • more meaningful,
  • more fulfilled lives than those who are not.

Financial independence is not a number and it is not a product. It's a process! A process by which you identify your financial goals and define your priorities. 

It is my job to help my clients explore their priorities and understand their options. Together we can design a comprehensive strategy to meet both your short and long-term financial objectives and to discover the security and peace of mind that comes with that.

• I believe that by working with me, my clients can develop a clearer vision of what economic freedom can bring and build a better pathway to financial independence.

Special Comments for Special Needs:
For families with members that have disabilities, financial security can be particularly elusive. Therefore, I have created a distinct, Six Step process for working with these families. For more information, please visit my dedicated Special Needs website at www.specialneedsfinancialservices.com.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.      

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.