Al Moore Jr. is joining us from Jonesboro, AR. Al has 7 years of experience and was most recently a Vice President of Investment Solutions at Regions Bank. He has his Series 7 and 66 licenses. He is the owner of Al Moore Financial, specializing in providing financial assistance to women in STEM fields, black entrepreneurs, military veterans, contractors and underserved communities.
Vanderbilt is happy to announce our newest Financial Professional, Sr. Wealth Manager, Tim McGrath AAMS®! Tim is joining us from Anna, Illinois. Tim has 15 years' experience and was previously with Edward Jones. He has his Series 7 and 65 licenses. He specializes in retirement planning, college education, wealth transfer, and personal investing.
Vanderbilt is happy to announce our newest Financial Professional, Danny Packard of Packard Advisory! Danny is joining us from Escondido, CA. Danny has 8 years of experience and was previously with Capital Assets, as a Financial Advisor. He has his Series 65 license.
Vanderbilt is happy to announce our newest Financial Professional, Keith Murray! Keith is joining us from Annapolis, MD Keith has 43 years’ experience and was previously with Gradient Securities. He has his Series 6 and 63 licenses. He is the President of Murray Insurance, specializing in life insurance, annuities and mutual funds.
Vanderbilt is happy to announce our newest Financial Professional Brian Burns! Brian is joining us from Tecumseh, MI. Brian has 25 years of experience and was previously with Sigma Financial Corporation as a Registered Rep. He has his Series 7 and 63 licenses as well as his Life, Accident and Health PC.
Vanderbilt is happy to announce our newest Financial Professional, Eric Hu! Eric is joining us from Bridgewater, NJ. Eric has 25 years’ experience and was previously with Sigma Financial. He has his Series 7, 24, 63 and 65 licenses. He is the President of Gryphon Asset Management, specializing in retirement planning, 401k rollovers, and wealth planning & preservation.
Vanderbilt is happy to announce our newest Financial Professional, Walter McKinney! Walter is joining us from Bridgeton, MO. Walter has 20 years' experience and was previously with A.G Edwards & Sons Inc who were acquired by Wells Fargo. He has his Series 7 and 63 licenses. He is the President and CEO of McKinney Group Wealth. Walter was previously in the Marines as well.
Vanderbilt is happy to announce our newest Financial Professional, Peggy Martin! Peggy is joining us from Santa Rosa, CA. Peggy came from Parsonex Securities, Inc and has 4 years of experience. She was formerly a teacher. Peggy has her Series 6 and Series 63 licenses.
Vanderbilt is happy to announce our newest Financial Professional, Joseph Vanelli III from Skippack, PA. Joseph is coming from Fortune Financial Services and brings 5 years' experience with a focus on technology. He has his Series 6 and Series 63 licenses.
Vanderbilt is happy to announce our newest Financial Professional, Scott Kadish, CFP® of Greenvest™! Scott is joining us from Westborough, MA. Scott has 15 years of experience and was previously with Merrill Lynch, Pierce Fenner & Smith Inc. as a Financial Solutions Advisor. He has his Series 7, 63 and 66 licenses as well as being a Certified Financial Planner™ and a Certified SRI Counselor™.
Vanderbilt is happy to announce our newest Sr. Financial Advisor, Sandra Hay Magdaleno. Sandra is joining us from Portland, Oregon! Sandra has over 30 years' experience in the financial services industry. Her previous firm was Cetera Advisors LLC., and she joined Vanderbilt because she was looking for an ESG/SRI focused firm. She has her FINRA Series 7, 63, and 65 licenses.
Vanderbilt Financial Group is proud to welcome George Assad! George is located in Methuen, Massachusetts and has 40+ years of experience. George has his Series 1 and Series 63 license. He works 100% on brokerage accounts and his interests are in value stocks, especially smaller capitalization and science stocks with a focus on biotechnology.
Vanderbilt Financial Group is proud to welcome, Michael Bora, joining us from our newest location, Chicago! Michael has over 35 years of experience in the Financial Services industry. In 2014, he started his own firm and brought on his daughter Shannon Bora-Cooper as a Registered Admin and the Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back-office team.
Vanderbilt Financial Group is proud to welcome Ivory Johnson, CFP®️, ChFC, joining us from our newest location, Washington, DC! Ivory Johnson is the Founder of Delancey Wealth Management, LLC, a financial planning firm located near the U.S. Capitol Building in Washington, DC. Ivory graduated from Penn State University with a Bachelor of Science Degree in Finance.
Vanderbilt Financial Group is proud to welcome Gale A. Brodie, CRPC®️, a new advisor joining us from our newest location, Elk Grove, Central California! Gale comes to us with over 35 years of wealth management experience and enjoys working with people from different backgrounds and life experiences.
Vanderbilt Financial Group is proud to welcome Thomas Turner and our newest office in Rockford, Michigan! Tom has been a Financial Advisor for over 25 years and specializes in estate and retirement planning, which he is passionate about.
Vanderbilt Financial Group is excited to welcome Matthew Flaks! Matthew is a Wealth Manager joining us as a wall street veteran specializing in helping ultra-high net worth clientele in their desire to achieve their financial goals. Matthew is joining us from LPL Financial and will be based in Lake Worth, Fl.
Vanderbilt Financial Group is thrilled to announce Hillary Brevig as our newest Junior Financial Advisor! Previously, Hillary worked as Client Services Coordinator with KMS Financial Services, Inc., and is now a member of Lunaria Financial. She is a certified CSRIC® and BFA™ and specializes in ESG and impact investing.
We are delighted to announce that Susan Hansen is now a member of the Vanderbilt family! Joining us from Cadaret Grant & Co. Inc., Susan and her team are located in Fayetteville, New York. Susan has over 35 years of experience with specializations in socially responsible investing and LGBT and peace activist communities.
Please welcome Financial Advisor Gayle Olivette to the Vanderbilt team! Gayle is a member of Hansen’s Advisory Services and also joins us from Cadaret Grant & Co. Inc. Her areas of focus include holistic financial planning, investments, insurance, and taxes. When she is not working, Gayle enjoys outdoor activities such as hiking and boating.
Vanderbilt Financial Group is excited to welcome Laura Adams! Laura is the Client Relations Manager at Hansen’s Advisory Services in Fayetteville, New York. She has 10 years of experience in client communications, administrative oversight, and advisor support.
Vanderbilt is happy to announce our newest Financial Advisor, Elliot Ford! Located in Twisp, Washington, Elliot has over 25 years of experience in the industry. His areas of focus include impact investing, retirement plans, and continued investment research. Elliot joins us from KMS Financial Services.
We are excited to announce that Ken Martinson has joined the Vanderbilt team! Formerly of KMS Financial Services, Ken is located in Walnut Creek, California and has 36 years of experience. He specializes in custom investment management with an emphasis on dividend-income oriented investments to ensure his clients can maintain their lifestyles through their lifetimes.
Vanderbilt Financial Group is excited to welcome Certified Financial Planner Luna Jaffe! Located in Portland, Oregon, Luna is the Founder and CEO of Lunaria Financial, where she focuses on helping families transfer wealth in a thoughtful way. She is the author of Wild Money: A Creative Journey to Financial Wisdom and previously worked as a professional textile artist and psychotherapist.
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