Vanderbilt is happy to announce our newest Financial Professional, Scott, CFP®, CSRIC® of Greenvest™!
Scott has 15 years of experience and was previously with Merrill Lynch, Pierce Fenner & Smith Inc. as a Financial Solutions Advisor. He is a Certified Financial Planner™ and a Certified SRI Counselor™.
He specializes in helping his clients divest from fossil fuels in their investment accounts and co-create living financial plans to help them realize their greatest selves.
“I want to be part of a larger community of financial advisors that have a passion for, and a deep knowledge of, Socially Responsible Investing.”
“Scott’s focus on co-creating living financial plans with his clients is an exciting addition to VFG. He also concentrates on the Impact space which is something we value highly as a firm.” – Heidi Distante, Chief Executive Officer