Ethan S Grossman

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Profile

Ethan began in wealth management in 2010 after 5 years in Corporate Banking so that he could help clients avoid some of the mistakes he saw in his own family.  He finds meaning in guiding clients on all aspects of their financial life from investing to family dynamics and guiding clients down their path to success.  As a Chartered Financial Analyst (CFA®) charterholder, Ethan’s approach to investing in grounded on industry leading research and he prides himself on being a life-long learner. 

Outside the office Ethan is the proud father of his son, Evan, husband to his wife Leah and best friend of his dog Louie.  Active in the community he is Co-Chair of AIPAC’s Miami Club, a National Council Member for AIPAC, active the in American Enterprise Institute, and a former Committee Member at Temple Beth Sholom.  Ethan grew up in Miami Beach and attended Miami Beach Sr. High and earned his Bachelor’s Degree in Entrepreneurship and Small Business Management from Florida State University.  He is a holder of the prestigious Chartered Financial Analyst (CFA®) designation.







*Institutional Investor magazine announced BofA Merrill Lynch Global Research as one of the top global research firms from 2011-2018 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information about this award, go to https://www.institutionalinvestor.com/research/8959/Overview . Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

  • LANGUAGES

    English

  • EDUCATION

    Florida State University

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you'd like it to be tomorrow. I help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals while managing investment risk. My wealth management approach is about using wealth to help turn goals into reality.

My Approach
We approach each client and family member on an individual basis as their own unique circumstance.  The trust clients hand to us is a responsibility we take seriously – it is our job to understand their situation and guide them to a strategy that fits their needs, personality, and family structure.

Providing a boutique experience means we remain directly connected with clients through in-person meetings, regular communications, and the latest technology.  Each client has a key contact on our team to be their first call as well as the support of each of our teammates to advise on their needs.
My Capabilities & Services
Ethan Grossman's skills, ethics, and educational background are directly influenced by the Chartered Financial Analyst (CFA®) program which helps shape the disciplined process he follows with clients.  

This process centers on three key areas: Planning, Investment, and Lending:

Planning

I believe a detailed wealth management plan helps clients see the big picture and focus on long and short-term goals rather than market fluctuations. I utilize sophisticated technology to simplify client’s plans to one page - called a Wealth Outlook.  For clients with a specific lifestyle goal this tool helps to bring confidence to their ability to achieve their dreams.

Investments

Ethan recognizes asset allocation and diversification are the most important determinants of investment performance.  He then overlays dynamic strategies that are adapted to client’s evolving goals and changing market conditions – periodically checking in with clients to help ensure their goals and allocation are in sync. All of this is done with the end goal of preserving and growing the wealth of clients over time. 

Lending

I offer a customized approach to meet the unique financial needs of wealthy clients. Using a broad array of assets as collateral, including liquid and non-traditional assets, loans can be personalized to each client's specific goals and objectives.  Whether it be to purchase a business or commercial real estate properties, a yacht, airplane, artwork, or multi-million dollar home or simply bridge cash flow needs; we have customized lending solutions to meet the circumstance.

Your Financial Strategy

We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

    Monitoring changes in your life and to your goals
    Monitoring changes in your life and to your goals

    Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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    Access to what you need, when you need it

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool

    • Your advisor is never more than a click away within our site or mobile apps
    • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
    • Access to your complete financial life is available with My Financial Picture, Merrill's asset aggregation tool

    *Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

    Let’s Have a Conversation

    Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

    Why Merrill Lynch?

    As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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    We put you first, every day.
    Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

    Personalized advice from a dedicated financial advisor.

    Getting to know you is our primary goal.

    A comprehensive approach, built around your life’s priorities.

    Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.

    Adjusting your plan as your life and the markets change.

    We will work to help you stay on track, regardless of what the markets are doing.