Winston W. - joinvanderbilt.com

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional, Winston!

Winston is dedicated to helping clients achieve their overall financial goals, including wealth accumulation, growth, and protection. He earned his MBA from the Wharton School, where he majored in finance. As a Certified Financial Planner™, Winston has demonstrated his expertise by meeting rigorous standards in education, training, and ethics.

“Vanderbilt’s unique culture fosters a creative and entrepreneurial spirit, driving innovation and growth. Its extensive resources empower affiliated advisors to achieve meaningful and sustainable growth.” – Winston

“Winston’s dedication to his clients and his community makes him a great addition to the Vanderbilt family. We are excited to have Winston on board” – Heidi Distante, CEO

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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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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