Zev Grossman

Retirement Planning Specialist

Retirement Planning Specialist


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 FINRA. I am fully licensed to sell Life and Health Insurance as well. Equitable Advisors also provides continuous training to help me keep up with the latest product and service innovations.

I have been awarded the title of Retirement Planning Specialist by Equitable Advisors,LLC 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 children's education and their legacy.


My decision to associate myself with Equitable Advisors,LLC was an easy one. You see, I was a highly satisfied Equitable Advisors,LLC client for a number of years before coming to work at the firm. I joined the company in order to bring its integrated investment and risk management approach to my clients.

California Insurance License #: 0J12618

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. 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 and, in Utah, Equitable Network Insurance Agency of Utah, LLC. 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.

Equitable Advisors / Pillar Group is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (212)408-9016
Fax (212)541-1914