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 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 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, 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, 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, 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 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, 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, 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, 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.
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