Vanderbilt is happy to announce our newest Financial Advisor, David J. Guy Jr.! David is joining us from Cape May, New Jersey. David has 22 years of experience and was previously with Securities America as a Registered Representative. He has his Series 7 and 63 licenses. He specializes in retirement planning, college education, wealth transfer, and personal investing.
Vanderbilt is happy to announce our newest Financial Professional, Keith Murray! Keith is joining us from Annapolis, MD. Keith has 43 years of 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 of experience and was previously with A.G Edwards & Sons Inc which was 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, 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 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. She has her FINRA Series 7, 63, and 65 licenses.
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