Vanderbilt is happy to announce our newest Financial Advisor, David!
David has 22 years of experience and was previously with Securities America as a Registered Representative. He specializes in retirement planning, college education, wealth transfer, and personal investing.
“I was attracted to Vanderbilt Financial Group based on their advisor-first approach and their outstanding technology platform.”
“David is dedicated to his clients and has vast experience in the industry. The ideals and values he holds fall in perfectly with our G.R.I.T.T. culture, making him a great fit with Vanderbilt.” – Joe Trifiletti, President.