James P.

Investment Adviser Representative

“I joined Vanderbilt Financial Group as they offer more choices and advantages for my clients and prospects with their unique business system and their unique culture of Gratitude, Respect, Innovation, Teamwork, and Trustworthiness. Vanderbilt offers Unique Advantages with their technological resources and innovative services that provide choices for my clients as an Independent Advisor.”

Vanderbilt is happy to announce our newest Investment Adviser Representative, James!

He has 18 years of experience and was most recently with ILG Private Wealth. Jim was the CFO for two family-owned, multi-million dollar businesses for over 16 years.

“Like us at Vanderbilt, Jim is a dedicated member of his local community inside and outside of the office. His beliefs align perfectly with our culture of G.R.I.T.T and we are ecstatic to have Jim on board.” – Heidi Distante, Chief Executive Officer

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Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP

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