Walter M.

President & CEO

“I joined Vanderbilt because of its values of reduced inequalities. I want to make a financial impact in the African American community and believe that Vanderbilt can help me in my desire to achieve my goals. I am excited to be part of the team!”

Vanderbilt is happy to announce our newest Financial Professional, Walter!

Walter has 20 years of experience and was previously with A.G Edwards & Sons Inc which was acquired by Wells Fargo.

He specializes in Corporate Cash Accounts, College Education Planning, Business Needs Analysis, Business Retirement Plans, Personal Financial Analysis, Insurance, Annuities, Business Succession Planning, Estate Planning, and Wealth Transfer Strategies. Walter provides the complete scope of investment services and strategy. Walter’s business focuses on the African American community; 80% to be exact. He wants to have a financial impact on the African American community.

“Walter will fit right into our firm. He shares the values of True G.R.I.T.T. and helping the underserved. We are excited to have him!” – Joe Trifiletti, President

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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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