Duane J. - joinvanderbilt.com

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Duane!

Duane has 24 years of wealth management experience, serving individuals and institutions. Duane holds both the Chartered Financial Consultant^® and Chartered Life Underwriter^® designations as well as degrees in Math and Economics.

“During my search for a new RIA firm to partner with, I was introduced to Vanderbilt. Due to time constraints, I needed information, a lot of it, quickly and clearly. Vanderbilt did just that and then, with what felt like rehearsed team work, Vanderbilt’s team got me onboarded in a snap. Dedication is notable with every person I have interacted with so far. A great example of this is when someone from onboarding called me after 6pm on a Friday night to update my U5 and walk me through signing in and signing off. A great team.” – Duane

“We are happy to have Duane as part of the Vanderbilt family. He is a dedicated financial professional who cares about his clients, he’s a great fit for VFG” – Heidi Distante, CEO

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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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