Jackie C.

Licensed Assistant and Tax Practitioner

“I have decided to join Vanderbilt Financial Group because they strive to be a leader in disruptive finance, rewriting the rules, maximizing flexibility, creating opportunities, and ultimately impacting the future. They offer a small boutique firm feel and take the time to really listen and meet advisors’ needs.”

Vanderbilt is happy to welcome one of our newest Financial Advisors, Jackie!

Jackie has 5 years of experience in financial services. She carries her Series 7 & 63 licenses, is a licensed insurance agent for Life, Accident, and Health insurance, and is a Commissioned Notary Public and registered tax preparer. She is currently a Licensed Assistant and Tax Practitioner at Williams Capital Corporation, a firm that seeks to integrate the disciplines of tax, investments, and insurance into a comprehensive plan designed to meet the needs of individuals, families, and small businesses.

“Jackie is an enthusiastic and dedicated Advisor who shares our values of being innovative and forward-thinking in the finance industry.” – Joe Trifiletti, President

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Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP

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