Zev Grossman

Retirement Planning Specialist

Retirement Planning Specialist


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 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. AXA 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 AXA 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 AXA Advisors,LLC was an easy one. You see, I was a highly satisfied AXA 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

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