Zev Grossman

Zev Grossman Email and Phone Number

Helping Our Concerned Clients Plan for Retirement Success @ Equitable Advisors
Manager jobs
Zev Grossman's Location
New York, New York, United States, United States
Zev Grossman's Contact Details

Zev Grossman personal email

n/a

Zev Grossman phone numbers

About Zev Grossman

MY BUSINESS:I am a member of a premier financial services practice. We strive to provide our clients with superior financial guidance, creative strategies and impeccable service in an environment that promotes security, prosperity and trust.OUR PLANNING PROCESSWe believe in planning! The Harvard Business School studied their MBA graduates of the class of 1979 in relation to where they were 10 years following graduation. Less than 3% had written goals and plans, but those that did, had an average income ten times greater than those with no plan (What They Don't Teach You in the Harvard Business School, Mark McCormack, Bantum Books, 1984).For this reason, most of our clients engage in a comprehensive and strategic financial planning process. We help them explore and discover their financial goals and dreams. Then, we help them reach those dreams.Specialties: Retirement planning, Financial planning, Business Continuity planning, Investment strategies, Life Insurance, Annuities

Zev Grossman's Current Company Details
Equitable Advisors

Equitable Advisors

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Helping Our Concerned Clients Plan for Retirement Success
Manager jobs
Website:
equitable.com
Employees:
4200
Zev Grossman Work Experience Details
  • Equitable Advisors
    Retirement Planning Specialist
    Equitable Advisors Jan 2020 - Present
    Greater New York City Area
    AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)
  • Axa Advisors Llc
    Retirement Planning Specialist
    Axa Advisors Llc 2001 - Jan 2020
    MY PAST EXPERIENCE CAN HELP YOU PLAN FOR YOUR FUTURE SUCCESS:I joined AXA in 2001 after a successful career with some of the most prestigious firms on Wall Street. At Salomon Brothers and at Deutsche Bank, 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 economist with two… Show more MY PAST EXPERIENCE CAN HELP YOU PLAN FOR YOUR FUTURE SUCCESS:I joined AXA in 2001 after a successful career with some of the most prestigious firms on Wall Street. At Salomon Brothers and at Deutsche Bank, 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 economist with two Fortune 500 Energy companies.I have a Masters from Duke and an MBA from the University of Houston. I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business.What this means is that I have the experience needed to help my clients through the tough decisions - the ones that can affect their financial future like their retirement, their childrens' education and their legacy.__________________________________________________________________________AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. The Retirement Planning Specialist title is awarded by AXA 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 AXA Advisors’ affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA 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.CA Insurance Lic. # 0J12618 Show less
  • Deutsche Bank
    Equity Research Analyst
    Deutsche Bank 1998 - 2000
    Oil & Gas Exploration and Production research
  • Salomon Brothers
    Equity Research Analyst
    Salomon Brothers 1991 - 1996
    Canadian Oil & Gas Industry
  • Amerada Hess
    Economist
    Amerada Hess 1986 - 1991
  • Pennzoil
    Geologist
    Pennzoil 1979 - 1986

Zev Grossman Skills

Retirement Planning Strategic Financial Planning Investment Strategies Wealth Management Personal Finance Life Insurance Services Estate Planning Strategies

Zev Grossman Education Details

Frequently Asked Questions about Zev Grossman

What company does Zev Grossman work for?

Zev Grossman works for Equitable Advisors

What is Zev Grossman's role at the current company?

Zev Grossman's current role is Helping Our Concerned Clients Plan for Retirement Success.

What is Zev Grossman's email address?

Zev Grossman's email address is ze****@****axa.com

What is Zev Grossman's direct phone number?

Zev Grossman's direct phone number is +121240*****

What schools did Zev Grossman attend?

Zev Grossman attended University Of Houston, Duke University, Stony Brook University, Baldwin High School, Hebrew Acadamy Of Nassau County.

What skills is Zev Grossman known for?

Zev Grossman has skills like Retirement Planning, Strategic Financial Planning, Investment Strategies, Wealth Management, Personal Finance, Life Insurance Services, Estate Planning Strategies.

Who are Zev Grossman's colleagues?

Zev Grossman's colleagues are Thomas Schreiber, Cfp®, Polly Pearce, Marc Drew, Mike Worthington, George Hawkins, Russel Betts, Olivia Jung, Cfp®.

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