Don Gross

Mr. Gross has a unique 34-year Industry background which includes raising over $3 Billion in assets as an Investment Wholesaler with top money managers including Putnam Investments, Aim Funds, Allstate, and Nationwide while on behalf of banking institutions such as Key Bank, United Nations Credit Union and Apple Bank of NY managed over $200 Million in Retail Assets for bank clients. In recent decades, there has been an explosion of new product offerings introduced into the financial services industry primarily due to deregulation between Banks, Insurance Companies and Brokerage Firms. As a result, many investors are feeling confused and overwhelmed by all the choices!
In response to helping Today’s Investor navigate this new Landscape, Don has developed a simple to understand approach that informs, educates, and guides the Investor through a process of Matching their Objectives to specific Investments considering overall Asset Allocation, Time Horizon, and Risk Tolerance. Based out of St. Lucia, Don continues as a Financial Consultant specializing in helping international clients reach their financial goals through better access to world-wide solutions.