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.
Registered Financial Advisor Assistant
Andrea has been with North Shore Wealth Management since 2015. She has several years of experience in the Financial Industry. Andrea is responsible for assisting the Advisors with all aspects of their business by providing a high level...
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 Securities Agent State Law Examination), Series 65 (Uniform Investment...
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...
Joanne has been with North Shore Wealth Management since 2009 helping make everyone that enters the office feel at home. Joanne has an Associates degree in Business Management. Prior to joining North Shore Wealth Mangement, she...
Sr. Vice President of Investments
Robert Mann serves as Sr. Vice President of Investments at North Shore Wealth Management. Robert has over 21 years of experience in the securities industry and holds his FINRA series 7 (General Securities...
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 Securities...