Jeffrey B., CFP®

Behavioral Financial Advisor™

“I found the management team of Vanderbilt Securities to be uncommonly flexible and accommodating in meeting the unique business needs of my advisory firm and the investment needs of my clients. Combined with the firm’s own entrepreneurial spirit and the sincerity of its local owners and management team, there really wasn’t another broker/dealer that provided anywhere close to the level of confidence and inspiration that I similarly seek to provide to prospective clients of my firm.”

Vanderbilt is happy to announce our newest Financial Professional, Jeffrey, AIF®, BFA™, CLU®, ChFC®, CFP®.

He is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary™, and has taught Financial Planning at Bryant University’s Executive Development Center. Additionally, Jeff has over 33 years of experience, has been the owner of an Investment Advisory firm for more than 15 years, and has more than 25 years of experience operating an OSJ as a Registered Principal. He was most recently with Triad Advisors. He specializes in personal coaching and behavioral finance. Jeff’s practice is dedicated to helping clients connect ancient yogic principles, including moderation, truth, and contentment with modern, western tenets of behavioral economics and finance that promote a values-based alignment between an individual’s financial decisions, personal goals, and investment priorities.

“Jeff’s holistic approach to finance and coaching fits Vanderbilt’s core values of being a forward-thinking firm and going the extra mile for the clients. He is the perfect fit for our firm.” – Heidi Distante, Chief Executive Officer

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