We are excited to announce Joe Allen has joined Vanderbilt as our newest Financial Advisor. Joe will be located in Missouri. He specializes in Options
We are excited to announce Thomas Jack has joined Vanderbilt as our newest Financial Advisor. Thomas will be located in our Southern Florida Branch. He
(WOODBURY, NY) Vanderbilt Financial Group (“Vanderbilt”) is pleased to announce the addition of Craig Walker (“Walker”) to the ranks as a Registered Investment Advisor Representative.
Vanderbilt Financial Group’s growth continues with the addition of Financial Advisor Thomas Ray and new support team on the West Coast Vanderbilt Financial Group, the
Impact Investing thought leader, Mehul Thakker, formerly of Financial West Group, joins the movement of impact advisors choosing Vanderbilt Financial Group of Woodbury, NY. Located in San Leandro, CA, Mehul has 15 years of industry experience and manages $60 million in assets under management.
Vanderbilt Financial Group’s growth continues with the addition of 10 financial advisors in yet another Impact Investing focused OSJ, bringing in over $250 million in new assets
Effective June 16th, Vanderbilt Financial Group welcomed a 20-person team from Triad Advisors Inc., bringing in over $1 Billion of new Assets WOODBURY, NY–(Marketwired –
Vanderbilt Financial Group Recruits EVANS Group Financial Advisors Vanderbilt Financial Group adds a new branch in Cheshire, Connecticut with over $40 million in Assets Under
Vanderbilt Financial Group adds seven Financial Advisors in November and December bringing their year-to-date total to 25.
We’re excited to announce that Joseph Giordano has joined Vanderbilt Financial Group, as our newest Financial Advisor. Joseph was previously affiliated with MassMutual in Syosset. A graduate
Vanderbilt CEO Steve Distante has been selected to participate in St. John’s University’s 2015 – 2016 Business Plan Competition and Expo as an Executive Judge.
Vanderbilt Financial Group kicked off 2016 with a new initiative to introduce advisors to the opportunity to join meetings, seminars, and discussions virtually. Through the
Our Chief Compliance Office, Barry Champney, was asked to speak at Compliance Science, Inc.’s two day user conference in New York City on November 16th.
Our CEO, Steve Distante, was a keynote speaker at the 2015 International Energy & Sustainability Conference held at Farmingdale State College. For the past four
Vanderbilt Financial Group, an Independent Broker Dealer located in Woodbury, NY held its Impact 2015 Summit on November 5th at Long Island’s prestigious OHEKA Castle. Every year the firm holds an Annual Sales & Compliance Meeting in which all 100 financial advisors get together to discuss industry trends.
Vanderbilt Financial Group celebrated our 50th anniversary in Gatsby Style. On November 5th we gathered to celebrate a half century of successful, sustainable, and innovative
Council Post: How To Surpass Customers’ Expectations: Building Solid Client Relationships Here are a few of the best practices I keep at my company that
Written by editor@etftrends.com (ETF Trends) Something that’s likely on your clients’ minds this year: inflation. With the annual reading for 2022 rounding out at 6.5%1,
https://hubs.la/Q01zBLGn0 By Dinah Wisenberg Brin The landmark Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022 signed into law in December brings wide-reaching changes that could
By Michael Konialian As financial advisors sort through the aftermath of the pandemic, they will find that life insurance has been completely transformed. At the
Will you still be advising them? Randy A. Fox | Jan 20, 2023 An estimated $84 trillion in wealth is expected to be transferred between the generations over
By Roger Wohlner It’s the start of a new year, and a number of people will be acting upon their new year’s resolution to take charge of
Financial advisors often have challenging jobs. Because clients entrust them with sensitive personal information and rely on them to help reach big financial goals, it’s