Vanderbilt is happy to announce our newest Financial Professional, Peggy Martin! Peggy is joining us from Santa Rosa, CA.
Peggy came from Parsonex Securities, Inc, and has 4 years of experience. She was formerly a teacher. Peggy has her Series 6 and Series 63 licenses. Typically, she works with women executives leading non-profits in California. Her mission is twofold: helping her clients in their desire to reach their retirement income goals and making sure their investment dollars are at work to do good in the world, protecting our planet. She believes that we can each have a much larger impact when we make smart investments and invest with our values.
“I’m thrilled to have the opportunity to join Vanderbilt Financial Group, a firm that is aligned with my values, and has such a wide variety of ESG and SRI choices for my clients. I’m energized to be joining a team of professionals who share my passion for helping clients invest with their minds and their hearts, so we can work together to do more good in the world!”
“Peggy will fit right into our culture of being an impact-focused firm. She shares the values of True G.R.I.T.T. and doing more good in the world. We are excited to have her!” – Joe Trifiletti, President