Awards, Honors and Publications

Top Financial Security Professionals Best-in-State 2022 

Anita Grossman: Among the Forbes top Financial Security Professionals Best-In-State for New Jersey (2022)

Forbes and SHOOK Research have ranked the top professionals in the insurance industry in our annual list of Top Financial Security Professionals 2022.   This year's list includes an overall ranking of the best insurance professionals across the country, as well as the top candidate's in each state. 

The Forbes Best in State award is independently produced by Forbes and is based on data from financial advisors, regulatory disclosures, and research by SHOOK. Neither the advisor nor their parent firm paid a fee to Forbes or SHOOK for the nomination or receipt of the award. The award was independently granted and membership in an organization was not required. Working with a Forbes Best in State financial professional is no guarantee of investment success. For more information please visit https://www.forbes.com/best-in-state-financial-security-professionals/?sh=71ffb8c07f33#3f969cec18a8

Five Star Wealth Manager (2012 - 2022)

NJ Monthly

New Jersey's most widely read local magazine, New Jersey Monthly covers the best the state has to offer.   Anita Grossman was named a Five Star Wealth Manager by Five Star Professional in January 2022 based on data from 2021.  This is the 10th consectutive year she has been recognized.  

Five Star Wealth Manager (2010-2022)

Philadelphia Magazine

Five Star Professional has partnered with Philadelphia magazine to help consumers find outstanding wealth managers and investment professionals in the area.  Each award candidate has undergone a thorough research process before being considered for the final list of award winners.  Anita Grossman was named a Five Star Manager by Five Star Professional in January 2022 based on data from 2021.   This is the 12th consectutive year she has been given this distinguished honor. 

Anita Grossman Quoted in Wall Street Journal

Anita Grossman: Quoted in Article "What Matters Most to You?" (2021)

Have you thought about your retirement priorities? From starting a second act to planning for your legacy, @WSJ Custom spoke to financial advisors about finding purpose in retirement. Take this quiz to explore what matters most: https://partners.wsj.com/pacific-life/what-matters-most/what-matters-most-to-you/?utm_medium=clientsocial&utm

Forbes Top Financial Security Professionals 2021 SHOOK Research

Anita Grossman: Among Top 250 Financial Professionals (2021)

After years of ranking the nations preeminent wealth managers, Forbes and SHOOK Research expanded their coverage to include professionals from the insurance industry, a group they call Financial Security Professionals. https://www.forbes.com/top-financial-security-professionals/#3cd9b2be483f

SHOOK does not receive compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently. FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses.  Our ranking algorithm is based on qualitative measures: telephone, virtual and in-person interviews to examine best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures and revenue generation. Investment performance is not a criterion because client objectives and risk tolerances vary, and professionals rarely have audited performance reports.  Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Anita Grossman Quoted in GO Banking Rates

Anita Grossman:  Quoted in Article "Inflation Is Holding Women Back - 6 Ways to Overcome and Achieve Your Financial Goals" (2023)

There's a combination of two factors holding worment back from achieving their financial goals.   The first factor is money. In GoBankingRate's 2023 Women & Money survey polling 1,016 women, 47% of resondents said a lack of money is the biggest barrier to achieving goals.   See Anita Grossman's tips in the article.  https://www.gobankingrates.com/money/economy/inflation-is-holding-women-back-how-to-overcome-and-achieve-financial-goals/

Anita Grossman Quoted in GO Banking Rates

Anita Grossman: Quoted in Article "Why You Need To Be Involved in Your Family's Finances" (2021)

According to a recent report by UBS, only 20% of couples participate equally in financial decisions. However, it’s not in your best interest to take a backseat when it comes to managing family finances — here’s why. See Anita Grossman's tips in article.  https://www.gobankingrates.com/money/financial-planning/why-you-need-to-be-involved-in-your-familys-finances/

Brava Award (2017)

Smart CEO

Anita Grossman receives prestigious Brava Award. This award celebrates high-impact female business leaders in three categories: CEOs, Executive Directors of Nonprofits and C-Suite Executives.  Brava award winners combine their irrepressible entrepreneurial spirit with a passion for giving back to the community, and are exemplary leaders of both their companies and their communities. Read more in Lincoln Financial Group's press release. Read More.

Legacy Award - Lincoln Financial Advisors

Philadelphia/New Jersey Region (2010)

This award was bestowed upon Anita Grossman for her dedication to making a difference for the lives of others. She tirelessly has donated her time so that many people can have an improved quality of life.