Vanderbilt News & Events Archives

Category: Advisors 2021

George Assad

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.

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Michael J. Bora

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 Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back-office team.

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Ivory Johnson, CFP®, ChFC

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.

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Gale A. Brodie, CRPC™

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.

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Thomas Turner

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.

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Matthew Flaks

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.

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Laura Adams

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.

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Gayle Olivette, CPA, AIF®

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.

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Susan Hansen, CFP®, CLU®, AIF®, AEP®, ADPA®

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.

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Hillary Brevig, CSRIC®, BFA™

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.

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