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Vanderbilt Financial Group

Vanderbilt News & Events Archives

Category: Advisors 2023

Samantha Lompado

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Samantha J. Lompado! Samantha is joining us from Pennington, NJ. Samantha has 12 years of experience in financial services. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy.

Samantha has 12 years of experience in financial services. She carries her Series 6, 63, 65, Life Insurance, and DI licenses. She is the President of Scopo Capital, specializing in working with individuals and business owners to mitigate risk and efficiently accumulate wealth with a comprehensive financial strategy.

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Kevin M. Murphy

Vanderbilt is happy to announce our newest Sr. Investment Professional, Kevin M. Murphy! Kevin will be working out of our Woodbury, NY office.

Kevin has 40 years of experience in financial services. He carries his Series 7, 55, 63 & 65 licenses. He is committed to helping families with investments, taxes, estate planning, college savings accounts, insurance, and retirement.

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David Lau

Vanderbilt is happy to announce one of the newest additions to the firm, Sr. Wealth Advisor, David Lau! David is joining us from Santa Clara, CA. David has 20 years of experience in financial services.

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Ken P. Hewitt

Vanderbilt is happy to announce our newest Financial Professional, Ken P. Hewitt, of Hewitt Planning Services! Ken is joining us from El Paso, TX. Ken has 42 years of experience in financial services. He carries his Series 7 & 66 licenses and his license for life insurance. He is the Owner of Hewitt Planning Services and is committed to building wealth and preserving assets for clients while offering personalized services that are focused on the client’s needs, wants, and long-term goals.

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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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This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

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