At Vanderbilt, we are committed to being the platform of choice for entrepreneurial minded, independent Advisors.
We welcome advisors and clients to come visit us, to speak with our team and to learn more about what makes Vanderbilt such a unique community.
Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy and environmentally-friendly. At Vanderbilt, advisors will enjoy:
At Vanderbilt, we strive to provide a unique experience to our advisors and clients. Our commitment to GRITT and to making the future brighter through collaboration, culture and ingenuity is demonstrated throughout our organization.
When advisors and clients experience Vanderbilt for the first time, they are blown away by the difference. This difference is by design. We aim to be a leader in disruptive finance, maximizing flexibility, creating opportunities and ultimately impacting the future. Here are the most frequently asked questions we receive:
Each month, we limit the number of new advisors we add to the team to ensure you receive the highest level of individual care and attention. Each new advisor is assigned an onboarding manager who plans and organizes your entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.
Our customized process ensures the highest level of customer service throughout your onboarding process to create a smooth, seamless, and comfortable experience. We pride ourselves on providing world-class service with a family office feel.
Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy, and environmentally friendly.
Yes, and in addition we have our own full service RIA from Vanderbilt Advisory Services with over 400 SMA Managers to choose from.
Vanderbilt offers a robust platform which includes multiple clearing options, an insurance division, alternative and traditional investments. To receive a comprehensive guide to Vanderbilt Financial Group contact us.
GRITT stands for Gratitude, Respect, Innovation, Teamwork, Trustworthiness. They are our core values and guiding principles. Learn more about our culture of GRITT here.
We love this question as Vanderbilt truly cares about building a community of collaboration and engagement. This is not something we see in the industry at large, and a cornerstone of how we engage internally and externally. We would welcome a conversation to show you how we engage, and can even connect you with some of our advisors.
Vanderbilt limits the number of new advisors added to the team each month to ensure the highest level of individual care and attention.
Each new advisor is assigned an onboarding manager who plans and organizes the entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.