Vanderbilt Insights

Vanderbilt Welcomes Robert Greene

We are excited to announce that Robert Greene will be joining Vanderbilt Financial Group as our newest financial advisor. Formerly of Aegis Capital Corporation in Melville, Robert made the move to Vanderbilt on March 18th 2016.

Robert has over 30 years of experience in the industry. He is a former member of both the American Stock Exchange and the New York Stock Exchange with 22 years experience on the floor. Robert, will be a Senior Financial Advisor located in Vanderbilt’s home office.

Custom Retirement Plans

We work with you to design custom retirement plans, including 401(k) plans, profit-sharing plans, and defined benefit plans that provide tax advantages while helping you

Read More »

Trust and Estate Planning

Protecting your legacy is paramount. Our trust and estate planning services ensure that your wealth is preserved and transferred according to your wishes, minimizing tax

Read More »

Get in Touch! 800.676.2921

Skip to content