Trevor R. CFP®, MSPFP, RICP®

President & CEO

“Vanderbilt is a close-knit company that has the small business family feel but also has the capabilities of a larger company. We have the best of both worlds with Vanderbilt and that’s why we decided to move our business.”

Vanderbilt is happy to announce our newest Financial Professional, Trevor, CFP®, MSPFP, RICP®!

Trevor has 10 years of experience in financial services. He is licensed as a Certified Financial Planner™ and carries the Retirement Income Certified Professional® designation. He specializes in creating personalized retirement income plans for individuals close to or in retirement

“Trevor’s desire to keep his father’s legacy and succession of a family atmosphere for his business is something we value here at Vanderbilt as well. This attitude of having a personal touch with all your clients is exactly what we seek in new advisors” – 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

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