Vanderbilt Financial Group is proud to welcome George Assad! George has 40+ years of experience. He works 100% on brokerage accounts and his interests are in value stocks, especially smaller capitalization, and science stocks with a focus on biotechnology.
Vanderbilt Financial Group is proud to welcome, Michael! Michael has over 35 years of experience in the Financial Services industry. In 2014, he started his own firm and brought on his daughter Shannon as a Registered Admin and Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back-office team.
Vanderbilt Financial Group is proud to welcome Ivory, CFP®, ChFC! Ivory graduated from Penn State University with a Bachelor of Science Degree in Finance.
Vanderbilt Financial Group is proud to welcome Gale, CRPC®️! Gale comes to us with over 35 years of wealth management experience and enjoys working with people from different backgrounds and life experiences.
Vanderbilt Financial Group is proud to welcome Thomas Turner! Tom has been a Financial Advisor for over 25 years and specializes in estate and retirement planning, which he is passionate about.
Vanderbilt Financial Group is excited to welcome Matthew! Matthew is a Wealth Manager joining us as a wall street veteran specializing in helping ultra-high net worth clientele in their desire to achieve their financial goals. Matthew is joining us from LPL Financial.
Vanderbilt Financial Group is excited to welcome Laura! Laura is the Client Relations Manager at Hansen’s Advisory Services. She has 10 years of experience in client communications, administrative oversight, and advisor support.
Please welcome Financial Advisor Gayle to the Vanderbilt team! Gayle is a member of Hansen’s Advisory Services and also joins us from Cadaret Grant & Co. Inc. Her areas of focus include holistic financial planning, investments, insurance, and taxes. When she is not working, Gayle enjoys outdoor activities such as hiking and boating.
Vanderbilt Financial Group is thrilled to announce Hillary as our newest Junior Financial Advisor! Previously, Hillary worked as Client Services Coordinator with KMS Financial Services, Inc., and is now a member of Lunaria Financial. She is a certified CSRIC® and BFA™ and specializes in ESG and impact investing.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
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
VFG uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at www.ethosesg.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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