Heath Grossman has been a member on our team of financial advisors since 2012. As a CERTIFIED FINANCIAL PLANNER™ professional, Heath takes great care in assisting his clients to make prudent, well-informed financial decisions. His diverse experience in positions at some of the industry’s most prestigious institutions has included, financial advice, asset management, insurance and independent research. This knowledge has given him a unique vantage point, which influences his approach toward guiding his clients.
Heath resides in Simsbury with his wife Jetaun and twin sons, Dylan and Nate.