Vanderbilt is happy to announce one of our newest Registered Representatives, Stephen, CFP®!
Steve has 18 years of experience in financial services and is a Certified Financial Planner™. As the Co-Owner of National One Advisors, he specializes in tax preparation & planning, asset management& protection, estate planning, and charitable giving.
When asked about why he joined Vanderbilt, Steve stated “After evaluating the attributes of multiple broker-dealers I chose Vanderbilt as my new home primarily due to the people at Vanderbilt. I wanted to be independent, yet not alone, and that is what Vanderbilt has provided to me.” – Stephen
“Steve fits in perfectly with Vanderbilt’s G.R.I.T.T. culture. He’s an accomplished financial professional, with a diverse skill set, and a dedication to both his family and community.” – Heidi Distante, Chief Executive Officer.