As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, including creating an income strategy.
The most inspiring part of my work is working with clients, solving financial solutions and educating clients on their finances. We strive to deliver an ideal client experience through evaluating goals and risk tolerance. Some examples of categories our clients have serious interest in are: individual stocks; tax free municipal bonds; college 529 plan; life insurance; and mutual funds.
In 1995, I began my Edward Jones career as a financial advisor in Shaker Heights. I became a limited partner in 2000. Today, Edward Jones serves communities from thousands of convenient locations and has been ranked the No.1 company on the Best Companies to Work for in Ohio.*
A 1995 graduate of Emory University, I hold a bachelor's degree in business administration with an emphasis in finance.
My wife, Jennifer, and I have two sons, Benjamin and Owen. In addition, I am a member of the Solon Rotary, a former board member and current supporter of the Shaker Family Connections, and a longtime coach of Solon youth tackle football. My hobbies include golf and travel.
My Senior Branch Office Administrator, Renee, has 19 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your statements, dividends or your account in general.
Relationships are key and, in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.
*2022 Best Employers in Ohio, published Crain's Cleveland Business August 2022, research by Best Companies Group, data as of May 2022, application fee required for consideration
- Business Retirement Plans
- Charitable Giving
- College Savings
- Divorce Finances
- Insurance & Annuities
- Retirement Savings Strategies
Phone NumberDavid J Grossman at (440) 248-1619
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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