Our Advisor Community

Below is a partial listing of our advisor community’s growth within each year.  For the full listing of Vanderbilt Advisors, please contact us at info@vanderbiltsecurities.com

Patricia R.

President and Senior Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Patricia! With 34 years of experience in the financial industry, she specializes in helping successful women, families, and business owners create personalized financial strategies tailored to their unique goals. She is particularly passionate about assisting the unplanned single—those who find themselves navigating financial independence due to divorce or the loss of a spouse—ensuring they have the confidence and tools to thrive financially.

Winston W.

Managing Director

Virtus Wealth Inc.

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional, Winston, CFP®! Winston is dedicated to helping clients achieve their overall financial goals, including wealth accumulation, growth, and protection. He earned his MBA from the Wharton School, where he majored in finance. As a Certified Financial Planner™, Winston has demonstrated his expertise by meeting rigorous standards in education, training, and ethics.

Linda J.

Registered Representative

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Linda! With 43 years of experience, Linda has earned my reputation as a trusted financial advisor by maintaining a high level of personal and professional integrity. She focuses on addressing critical investment issues everyone faces today by crafting portfolios specifically to match risk tolerance, time horizons, and product understanding. Linda looks forward to helping people align their self into the exemplary model they perceive.

Adam W.

Financial Advisor

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Advisor, Adam!. Adam has five years in the financial services industry.

Duane J.

Sr. Wealth Manager

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.

Matthew H., CFP®

Founding Partner & Independent Financial Advisor

Infinite Investment Strategies

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Matthew, CFP®! Matthew is a Certified Financial Planner™, Founding Partner, and Independent Financial Advisor at Infinite Investment Strategies. With over 17 years of expertise in wealth and asset management, Matthew provides a wide array of services, including wealth management, income strategies, protection strategies, investment planning, retirement solutions, and tax-minimization strategies. His comprehensive approach to investment management and financial planning ensures that clients receive personalized advice designed to optimize their financial health throughout all stages of life.

Valerie M.

CEO & Founder

Red-Horse Financial Group, Inc.

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Valerie! Valerie has over 25 years of in-depth experience as a securities principal and is the CEO and founder of Red-Horse Financial Group, Inc. In her career, she has served as a financial advisor, asset manager, and investment banker having raised, structured, and managed over $4 billion in capital.

Greg D.

Sr. Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Wealth Manager, Greg! Greg is a financial professional with 24 years of experience in the banking, securities and financial planning industries. Over that time, he worked with corporations, business owners, executives and high net worth clients who recognize the importance of comprehensive wealth management.

Eric B.

Financial Professional

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Eric! Eric is the President of Endeavor Financial Group and has been a financial professional for 33 years. The practice also has another fully licensed advisor, Mike Gonzales, who works out of Las Vegas. Eric's practice focuses on individual investors as well as small businesses. He feels, in a lot of cases, that income is more important than assets in retirement and that for some taxes will be their highest expense. He looks to provide his clients with options for all tools available to them in order to increase their annual income and/or reduce their market risk.

Ken A.

Financial Advisor

Retirement Optimization Group

Vanderbilt is happy to welcome one of our newest Financial Professionals, Ken of Retirement Optimization Group, and his team. Ken is a dedicated financial services professional, with over 29 years of experience, committed to the success of each and every one of his clients. He attended SUNY Brockport and obtained his Bachelor's Degree in Finance. He became interested in financial services starting with the 1987 Crash, after which he developed a passion for helping people avoid the pain & financial loss that event caused.

Chris F

Founder & Independent Practitioner

Fortress Wealth Solutions

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Chris! Chris serves as the Founder & Independent Practitioner of Fortress Wealth Solutions and has been in the financial services industry for 22 years. He specializes in delivering holistic and customized solutions to high-net-worth individuals and families.

Richard D.

Sr. Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Wealth Manager, Richard! Richard has 28 years in the financial services industry. He started out in the financial services industry back in 1996, working mostly within the Energy Complex

Tammy S.

President

Trilogy Financial Service Co.

Vanderbilt is happy to welcome one of our newest Financial Professionals, Tammy. Tammy is the President of Trilogy Financial Service Co. and has been in the financial services industry for 26 years. She started in the business as an assistant to her mother, being brought up in the financial services industry. She values the relationships she has with her clients, some of which go back thirty years.

Eric G., CFP®

Financial Advisor

Vanderbilt is happy to welcome one of our newest Financial Professionals, Eric, CFP®. Eric is a Certified Financial Planner™ and has been in the financial services industry for over 11 years. He helps Accounting Professionals and Retirees work toward financial independence by preparing and managing financial plans aimed at building efficient investment portfolios using the WBC process.

Peter H., CFP®

Registered Investment Advisor

Vanderbilt is happy to welcome one of our newest Financial Professionals, Peter. Peter has 40 years of experience in financial services. He specializes in investments, business strategies, financial planning, and working with high-networth clients, using his knowledge and skills to help his clients with all aspects of their financial planning and creating long-lasting relationships with each and every one of them. Elan has 20 years of experience in financial services and is the CEO and founder of Impact Leadership Network, Inc. He is a licensed financial advisor, speaker, and mentor. He has been teaching individuals, families, and business owners about how money works.

Robert D.

Registered Representative

Integrity West

Vanderbilt is happy to welcome one of our newest Financial Professionals, Robert. Bob has 33 years of experience in financial services. Specializing in retirement planning and business development strategies, he focuses on implementing efficient and innovative ways of increasing people’s investment performance and retirement income, while also reducing their tax exposure.

Deanna O.

Financial Advisor/Investment Advisor Representative

Impact Leadership Network

Vanderbilt is happy to welcome one of our newest Financial Professionals, Deanna, AFC®. Deanna is an Accredited Financial Counselor® and has been in the financial services industry for over 20 years. With all her diverse experiences and a passion for financial education, she looks for innovative ways to serve her clients with financial literacy being at the forefront. Over the years, she has worked with thousands of individuals, families, and businesses helping them achieve a better understanding of their financial picture and creating a path towards financial independence.

Leah S.

Senior Partner

Impact Leadership Network

Vanderbilt is happy to welcome one of our newest Financial Professionals, Leah. She has 11 years of experience in financial services. Her passion is helping families reach their financial goals and protect their assets along the way. Additionally, she is a mentor to other financial professionals in the industry, so they too can design a life they love and deserve!

Tammy T.

Financial Advisor

Impact Leadership Network

Vanderbilt is happy to welcome one of our newest Financial Advisors, Tammy. Tammy has 7 years of experience in financial services. In her business, she seeks to help educate individuals from all walks of life about financial matters of impact while providing modern resources and updates to financial professionals. She believes many people may have goals and aspirations to become financially independent and is committed to helping her clients do just that.

Elan M.

CEO & Founder

Impact Leadership Network

Vanderbilt is happy to announce one of the newest additions to the firm, Financial Professional, Elan! Elan has 20 years of experience in financial services and is the CEO and founder of Impact Leadership Network, Inc. He is a licensed financial advisor, speaker, and mentor. He has been teaching individuals, families, and business owners about how money works.
ryan bodin

Ryan B., CKA®, AAMS®, CPFA®

Owner

Total Benefits Solutions Inc.

Vanderbilt is happy to announce one of our newest additions, Financial Advisor, Ryan, CKA®, AAMS®, CPFA®! Ryan has 23 years of experience in financial services. He carries his Series 4, 7, 31 & 66 licenses. Additionally, he is a Certified Kingdom Advisor®, Accredited Asset Management SpecialistSM and a Certified Plan Fiduciary Advisor. The Owner of Total Benefits Solutions Inc., where he specializes in helping families and individuals understand their money situations and accomplish their goals. This includes Retirement, college, personal estate, and wealth transfer planning. He also focuses on business insurance, employee retention, and succession planning.
dr nicole simpson

Dr. Nicole S., CFP®

Founder & CEO

Harvest Wealth

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Dr. Nicole, CFP®. Nicole has 32 years of experience in financial services. She carries her Series 7, 63 & 65 licenses, as well as her Life & Health Insurance licenses, and is a Certified Financial Planner™. In 2007, Nicole founded and now serves as CEO of Harvest Wealth, a financial investment firm specializing in legacy planning, clergy compensation, and solo practitioner advising.
steven loerke

Steven L.

Founder & President

Redwood Advisory Group

Vanderbilt is happy to welcome one of our newest Financial Professionals, Steven. Steven has 23 years of experience in financial services. He is the Founder and President of Redwood Advisory Group. Steven provides financial planning and investment advisory services to a select group of executives, entrepreneurs, and other successful individuals and families.
jackie cisco

Jackie C.

Licensed Assistant and Tax Practitioner

Williams Capital Corporation

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.
lynn williams

Lynn W., Esq., CFP®

Investment Advisor Representative, Registered Principal and Tax Counselor & Preparer

Vanderbilt is happy to announce the addition of one of our newest Financial Professionals, Lynn, Esq., CFP®! Lynn has 33 years of experience in financial services. She is a Certified Financial Planner™. In Addition to those licenses, she is also a licensed insurance agent for Life, Disability & Long-Term Care Insurances in NY and PA. She is the Owner of 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.
frankie brin

Frankie B. MBA, ChFC®

President

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Frankie, MBA, ChFC®! Frankie has 27 years of experience in financial services. He is a Chartered Financial Consultant. He is the President of Brin Financial, specializing in working with retirees or those close to retirement, and to a lesser extent, small businesses. Frankie chooses to work with retirees because "it feels so much more personable and enjoyable."
sam-lompado

Samantha L.

President

Scopo Capital Planning

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Samantha! Samantha has 12 years of experience in financial services. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy. Samantha has 12 years of experience in financial services. She carries her Series 6, 63, 65, Life Insurance, and DI licenses. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy.
kevin murphy

Kevin M. Murphy

Sr. Investment Professional

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.
david lau

David L.

Sr. Wealth Advisor

Vanderbilt is happy to announce one of the newest additions to the firm, Sr. Wealth Advisor, David. David has 20 years of experience in financial services.
ken hewitt

Ken H.

Owner

Vanderbilt is happy to announce our newest Financial Professional, Ken! Ken has 42 years of experience in financial services. He carries his license for life insurance. He is committed to building wealth and preserving assets for clients while offering personalized services that are focused on the client's needs, wants, and long-term goals.
ken tavernier

Kenneth T.

President

Vanderbilt is happy to announce our newest Financial Professional, Kenneth! Ken has 20 years of experience in financial services and specializes in financial planning for individuals and families.
jennefer walsh

Jennefer W., CFP®

President & Owner

Vanderbilt is happy to announce a recent addition, a Financial Professional Jennefer, CFPⓇ! Jennefer has 19 years of experience in financial services. She is licensed as a Certified Financial Planner™ and is committed to serving the financial needs of individuals and families.
steve vallender

Stephen V. CFP®

Co-Owner

National One Advisors

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.
scott mrozek

Scott M.

Co-Owner

National One Advisors

Vanderbilt is happy to announce one of our newest Financial Professionals, Scott! Scott has over 31 years of experience in financial services. He is the Co-Owner of National One Advisors, specializing in asset management & protection, tax preparation & planning, estate planning, charitable giving, and portfolio design.
jim plummer

James P.

Investment Adviser Representative

Vanderbilt is happy to announce our newest Investment Adviser Representative, James! He has 18 years of experience and was most recently with ILG Private Wealth.
josh hattig

Joshua H., CFP®

President

Vanderbilt is happy to announce our newest Financial Professional, Joshua, CFP®! Josh has 25 years of experience in financial services. He is licensed as a Certified Financial Planner™. His business specializes in comprehensive retirement income planning and wealth management, social security maximization, and tax efficiencies for individuals and families, ages 40 and older, with 500k+ investable assets.
trevor randall

Trevor R. CFP®, MSPFP, RICP®

President & CEO

Vanderbilt is happy to announce our newest Financial Professional, Trevor, CFP®, MSPFP, RICP®. Trevor has 10 years of experience in financial services. He is licensed as a Certified Financial Planner™ and carries the Retirement Income Certified Professional® designation. He specializes in creating personalized retirement income plans for individuals close to or in retirement
andrea steiner

Andrea S.

Founder & Managing Director

Sequoia Wealth + Risk Management

Vanderbilt is happy to announce our newest Financial Professional, Andrea! Andrea has over 20 years of experience. She also holds her Life/Health and Annuities licenses. She is the Founder and Managing Director of Sequoia Wealth + Risk Management which specializes in wealth and risk management for individuals, families, businesses, non-profits, and foundations.
jeff brown

Jeffrey B., CFP®

Behavioral Financial Advisor™

Vanderbilt is happy to announce our newest Financial Professional, Jeffrey, AIF®, BFA™, CLU®, ChFC®, CFP®. He is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary™, and has taught Financial Planning at Bryant University's Executive Development Center. Additionally, Jeff has over 33 years of experience, has been the owner of an Investment Advisory firm for more than 15 years, and has more than 25 years of experience operating an OSJ as a Registered Principal. He was most recently with Triad Advisors. He specializes in personal coaching and behavioral finance.
chris sharry

Christopher S., CFP®, Esq.

Co-Founder & Owner

Visper Wealth

Vanderbilt is happy to announce our newest Financial Professional, Christopher, CFP®, Esq. of Visper Wealth! Chris is a CERTIFIED FINANCIAL PLANNER™ with 7 years of experience in financial services and 18 years as an estate planning attorney. He was most recently with The Patriot Financial Group. He is the co-founder and owner of Visper Wealth Management, specializing in special needs planning and wealth planning.
david guy

David G.

Registered Representative

Vanderbilt is happy to announce our newest Financial Advisor, David! David has 22 years of experience and was previously with Securities America as a Registered Representative. He specializes in retirement planning, college education, wealth transfer, and personal investing.
keith murray

Keith M.

President

Vanderbilt is happy to announce our newest Financial Professional, Keith! Keith has 43 years of experience and was previously with Gradient Securities. He specializes in life insurance, annuities, and mutual funds.
VFG Advisor Brian Burns

Brian B.

Financial Advisor

Vanderbilt is happy to announce our newest Financial Professional Brian! Brian has 25 years of experience and was previously with Sigma Financial Corporation as a Registered Rep. He has his Life, Accident and Health PC licenses.
VFG Advisor Eric Hu

Eric H.

President

Gryphon Asset Management

Vanderbilt is happy to announce our newest Financial Professional, Eric! Eric has 25 years’ experience and was previously with Sigma Financial. He is the President of Gryphon Asset Management, specializing in retirement planning, 401k rollovers, and wealth planning & preservation.
VFG Advisor Walter McKinney

Walter M.

President & CEO

McKinney Group Wealth

Vanderbilt is happy to announce our newest Financial Professional, Walter! Walter has 20 years of experience and was previously with A.G Edwards & Sons Inc which was acquired by Wells Fargo.
VFG Advisor Scott Kadish

Scott K., CFP®, CSRIC®

Greenvest

Vanderbilt is happy to announce our newest Financial Professional, Scott, CFP® of Greenvest™! Scott has 15 years of experience and was previously with Merrill Lynch, Pierce Fenner & Smith Inc. as a Financial Solutions Advisor. He is a Certified Financial Planner™ and a Certified SRI Counselor™.
VFG Advisor Sandra Hay Magdaleno

Sandra M., CFP®

President, CEO & Financial Advisor

Legacy Solutions Wealth Management

Vanderbilt is happy to announce our newest Sr. Financial Advisor, Sandra! Sandra has over 30 years of 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.
VFG Advisor George Assad

George A.

Financial Professional

Vanderbilt Financial Group is proud to welcome George Assad! George has 40+ years of experience. He works 100% on brokerage accounts and his interests are in value stocks, especially smaller capitalization, and science stocks with a focus on biotechnology.
VFG Advisor Michael Bora

Michael B.

Founder, Registered Representative & Insurance Professional

Vanderbilt Financial Group is proud to welcome, Michael! 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 as a Registered Admin and Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back-office team.
VFG Advisor Ivory Johnson

Ivory J., CFP®, ChFC

Founder

Delancey Wealth Management

Vanderbilt Financial Group is proud to welcome Ivory, CFP®, ChFC! Ivory graduated from Penn State University with a Bachelor of Science Degree in Finance.

Get in Touch! 800.676.2921

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