Vanderbilt is happy to announce our newest Financial Professional, Scott Kadish, CFP® 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