Lincoln Financial Advisors’ Anita Grossman Receives Five Star Wealth Managers Award

Share Article

President and Founder of Grossman Financial Planning Group Recognized for 9th Consecutive Year

News Image

Anita Grossman, president and founder of Grossman Financial Planning Group and registered representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor, has been listed as a Five Star Wealth Professional in Philadelphia Magazine and recipient of the Five Star Wealth Managers Award for the 9th consecutive year.

Five Star Professional measures managers’ services through market-specific research criteria including active credentialing, a lack of investor complaints, retention rate, and relevant designations. They partnered with Philadelphia Magazine to recognize a select group of Philadelphia and New Jersey area wealth managers who provide quality services to their clients. In addition, New Jersey Monthly has listed Grossman as a Five Star Wealth Manager for the last 6 years.

“We are thrilled to have received this prestigious award and consider it a privilege,” said Grossman. “Everything we believe in at Grossman Financial Planning Group is driven by our clients’ short and long term goals. We challenge complacency and design and implement strategies for affluent families. As the president and founder of Grossman Financial Planning Group, I am honored to have the opportunity to help families build and protect their wealth by providing creative financial solutions.”

With more than 20 years in the financial services industry, Grossman joined Lincoln Financial Advisors as a private wealth strategist and registered representative in 1996. She received the Women’s Choice Award in 2014 and 2015, has been the recipient of the Human Relations Award by the American Jewish Committee, received the Legacy Award by Lincoln Financial Advisors Philadelphia/New Jersey region, and has been an invited attendee to the Barron’s Top Female Advisor Summit.

Grossman is a member of the Estate and Financial Planning Council of South Jersey and past board member of the Golden Cradle Adoption Agency. She has been interviewed on various television stations discussing how individuals, professionals, and families can manage their financial futures, and has been published in numerous national publications, quoted in Forbes.com, Bloomberg Businessweek, Bankrate.com, and NJBIZ.com.

Grossman graduated with high honors and a bachelor’s degree from Drexel University in Philadelphia. She is a registered representative of Lincoln Financial Advisors Corp.

Grossman is a resident of Bucks County, Pa. Her primary office is located at 1800 Chapel Avenue West, Suite 200, Cherry Hill, N.J.

About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of almost 8,500 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Kathy Vega
Lincoln Financial Network
+1 860-466-2955
Email >