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Vanderbilt Financial Group
VFG Advisor Scott Kadish

Scott Kadish, CFP®, CSRIC®

“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.”

Vanderbilt is happy to announce our newest Financial Professional, Scott Kadish, CFP®, CSRIC® of Greenvest™! Scott is joining us from Westborough, MA.

Scott has 15 years of experience and was previously with Merrill Lynch, Pierce Fenner & Smith Inc. as a Financial Solutions Advisor. He has his Series 7, 63, and 66 licenses as well as being 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.

The reason Scott chose Vanderbilt is because he “wanted 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

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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

VFG uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at www.ethosesg.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities.  Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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