Vanderbilt is happy to announce our newest Sr. Investment Professional, Kevin! Kevin will be working out of our Woodbury, NY office.
Kevin has 40 years of experience in financial services. He is committed to helping families with investments, taxes, estate planning, college savings accounts, insurance, and retirement.
“I am excited to join Vanderbilt Financial Group as it is an investment firm challenging traditional finance by focusing on providing the most flexible, collaborative, and innovative solutions to advisors and clients” – Kevin
“With his wealth of experience and dedication to helping his clients, Kevin will fit in perfectly with Vanderbilt” – Heidi Distante, Chief Executive Officer.