Client Resources

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We Love Our Clients

Our clients are entrepreneurs, business leaders, philanthropists and investors. They are seeking to maximize their futures and Vanderbilt is committed to providing that opportunity through a network of advisors positioned to provide exceptional servicing, planning and investment solutions. Here are a few resources that clients find most helpful.







Disrupting Traditional Finance

“At Vanderbilt, we are actively seeking ways to disrupt the traditional model of finance for the better. This means direct engagement, efficient technology enabled processes, breadth of solutions, and a streamlined way of engaging that benefits our advisors and clients. As an organization, we strive to provide the most dynamic solution set and advisor support possible, every day.” 

Doug Geraghty, CFP®  Chief Compliance Officer

Get in Touch! 800.676.2921

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