Michael B.

Founder, Registered Representative & Insurance Professional

“As a firm, we are very excited to be joining Vanderbilt. We look forward to having the opportunity to work with a boutique Broker Dealer that will allow us to cultivate new relationships with the team and receive one-on-one personal service.”

Vanderbilt Financial Group is proud to welcome, Michael! Michael has over 35 years of experience in the Financial Services industry. In 2014, he started his own firm and brought on his daughter Shannon as a Registered Admin and Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back-office team.

Michael works with both retirees and pre-retirees to help them in their desire to achieve their financial goals and dreams. As a referral-driven business, the relationships Michael has with his clients are of the utmost importance to him.

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Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.

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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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