Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Vice President of Investments
Andrew Grossman has over 27 years of experience in the securities business. Andrew holds his Series 7 (General Securities Representative), Series 63 (Uniform Investment Advisor Law Exam), New York State Life and Health Insurance...
Edward Deicke is a well known financial professional in New York with over 28 years of experience helping his clients find ways to potentially preserve their assets, increase their income and reduce their income tax. In the course of...
Frank Nargentino is a well known financial professional in New York with over 28 years of experience helping his clients find ways to potentially preserve their assets, increase their income and reduce their income taxes. In the course...
Sr. Vice President of Investments
Robert Mann serves as Sr. Vice President of Investments at North Shore Wealth Management, LLC/National Securitites Corp. Robert has over 21 years of experience in the securities industry and holds his FINRA series 7 (General...
Investment Management Consulting
Tom has more than 20 years of experience in the financial services industry and joined North Shore Wealth Management in 2013. He currently serves as the Portfolio Manager of the Core Quality strategy, an advisory fee-based,...
Tracy Cohen serves as Sr. Vice President of Investments at North Shore Wealth Management, LLC / National Securities Corporation. With over 29 years of experience in the securities industry Tracy holds her Series 7 (General...