TIMELINE

Kerim Tulun of Woodbury, NY joins Vanderbilt as our newest Certified Financial Planner™.

He currently holds the Series 7, 66 and Life Accident and Health Insurance License as well as the CFP® designation.

Kerim was previously affiliated with UBS Financial Services Inc.

Robert Panzenbeck of Glen Cove, NY joins Vanderbilt as our newest Certified Financial Planner.
He currently holds the Series 6, 7, 63 and the CFP® designation. Robert was previously affiliated with Royal Alliance Associates.

Brian Alchermes of Melville, NY joins Vanderbilt as our newest Financial Advisor. He currently holds the Series 6, 63 and Life and Health Insurance licenses. Brian was previously affiliated with JP Morgan Chase. He will be working out of our Vanderbilt Home Office.

Sam Kodari of Plano, TX joins Vanderbilt as our newest Investment Advisor Representative. He currently holds the Series 6, 66 and Life and Health Insurance licenses. Sam was previously affiliated with Signator Investors.

Craig Walker of Wells, VT joins Vanderbilt as our newest Registered Investment Advisor Representative. He currently holds the Series 65 and Life Insurance Producers Licenses.

Craig has long been motivated to help others make a difference. Prior to joining Greenvest, he taught in public school, including South Burlington High School, before deciding he could have a greater impact as a socially responsible Financial Advisor. He is a lifelong Vermonter, deep environmentalist, and social organizer with various VT groups, including 350VT. He is dedicated to helping clients achieve both their financial and social goals, particularly young professionals and employee retirement plans.

Craig loves hiking, biking and snowboarding with his wife Natasha, and showing his baby son, Ares, all the wonders of Vermont.

Barry Lackington of West Islip, NY joins Vanderbilt as our newest Financial Advisor. He currently holds the Series 6, 63 and Life and Health Insurance licenses. Barry was previously affiliated with Woodbury Financial Services.

We are pleased to announce Walter Richardson has joined Vanderbilt Financial Group. Walter Richardson of Los Angeles, CA joins Vanderbilt as our newest Financial Advisor. He is a UCLA graduate with a Master of in Fine Arts and currently holds the Series 7, 66, 63 and Life and P&C Insurance licenses. Walter was previously affiliated with Capital Markets IQ.

We are pleased to announce Evan Lister has joined Vanderbilt Financial Group. Evan Lister of Norwalk, CT joins Vanderbilt as our newest Investment Advisor Representative. He was previously affiliated with Edward Jones. Evan will be working with our Boston OSJ.

We are pleased to announce Bob Goellner has joined Vanderbilt Financial Group. Bob has over 45 years of experience in the industry and founded Common Interests in 1996. Bob is known as a pioneer in the impact and sustainable investing space.

Also of Common Interests, Financial Advisor, Max Mintz, joins Vanderbilt. Max is extremely knowledgeable and passionate about using innovative technology to best serve their clients.

We are pleased to announce Thomas Ray has joined Vanderbilt Financial Group. Impact Investing veteran, Thomas Ray, formerly of Financial West Group, joins Vanderbilt. Thomas is located in Santa Rosa, CA, and has 16 years of industry experience as a Financial Advisor.

Mehul Thakker of San Leandro, CA joins Vanderbilt. Formerly of Financial West Group, Mehul joins with 15 years of experience and Series 7 and 66 licenses.

Hunter Brownlie is the OSJ manager and lives in New Hampshire. Hunter is licensed with series 6, 7, 24, and 63 and has 25 years of experience in the industry.

Stuart Valentine has 17 years of experience in the industry and lives in Iowa. He operates as Centered Wealth and holds series 3, 7, 22, 63, and 66 licenses. He has played an active role in the Green Private Placement sector of the Socially Responsible Investing (SRI) Industry since 2000.

Jina Penn-Tracy also operates as Centered Wealth. Jina lives in Minnesota, has 12 years of experience, holds series 7 and 66 licenses and is also a CRPC.

Todd Walker is the founder of Greenvest® and lives in Vermont. Todd holds series 7 and 66 licenses and is has been an award-winning financial writer for the past 25 years. Todd sees socially responsible investment management as a way to integrate his personal beliefs with his livelihood.

Robert Libon of Massachusetts has 15 years of industry experience and holds series 6, 7, 62, 63, 65, 66. Robert also works with Greenvest® with a special focus on helping his clients invest with their personal SRI values while still achieving competitive returns.

David Schreiber of Massachusetts has 17 years of industry experience and also works with Greenvest®. David holds series 6, 7, 63, and 65 licenses.

Donna Clifford of Massachusetts is the founder of Rainbow Investment Solutions which specializes in helping clients live and invest responsibly. Donna holds series 6, 7, 63, and 65 and has 22 years of industry experience.

Terry Timmerman also works at Rainbow Investment Solutions with Donna Clifford and provides financial services for individuals, families and non-profits, with experience in the LGBTQ community. Terry holds series 6, 7, 26, 63, and 65 licenses.

Mike Smith is a financial advisor located in New Hampshire with over 10 years of experience in the industry. Mike holds series 7 and 66 licenses.

Sue Guynn has 16 years of experience in the industry and holds Series 7, 31, 63, and 65 licenses. Sue is based out of California.

We’re excited to announce that Vanderbilt Financial Group has just welcomed a team of 20 Financial Advisors who total over $1 Billion in new Assets Under Management! The team will be located in three new branch offices, two in New Jersey and one in Manhattan. The team has a strong focus in Impact Investing and was formerly affiliated with Triad Advisors, Inc.

William Smoltino of Brooklyn, NY joins Vanderbilt as our newest Registered Representative. William holds series 6 and 63 licenses and was previously affiliated with Foresters Equity Services. He will work out of our Brooklyn Branch Office.

We’re very excited to announce that Art Miller, formerly of from Lightstone Capital has joined our ranks as a Vanderbilt Financial Advisor. Art will work out of our Bellmore, NY office.

Click here to see Art’s story featured on Newsday!

We’re very excited to announce that Bill King has joined Vanderbilt. Bill was previously with J William King & Associates in Westbury and MassMutual. Bill will work from our home office.

Click here to see Bill’s story featured on Newsday!

We are pleased to announce The EVANS Group has joined Vanderbilt Financial Group. The EVANS Group is comprised of Financial Advisor, Michael Evans, and his wife Mary who manages all the administrative needs of their business. Michael has over 27 years of experience in the industry and holds Series 6, 7, 24, 63, and 65 licenses as well as Life and Health Insurance. The EVANS Group was started in 2006 and services both individuals and businesses.

We’re please to announce that Blake Otte joins Vanderbilt as our newest Financial Advisor with 15 years of experience. Previously affiliated with Principal Securities, Blake holds Series 7 and 66 licenses. Blake will work out of Vanderbilt’s Branch Office in New York, NY.

We are pleased to announce Robert Procida has joined Vanderbilt Financial Group. Robert Procida joins Vanderbilt as a Financial Advisor with 32 years of experience. Previously affiliated with Prudential, Robert holds series 7 and 63 and will work out of Vanderbilt’s Brooklyn, NY office.

We are pleased to announce Thomas Meissner has joined Vanderbilt Financial Group. Thomas Meissner, previously of NEXT Financial Group brings Series 6, 7, 63, and 65 licenses along with 28 years of experience in the industry. Thomas joins as an Investment Advisor Representative and will work out of our Rochester Hills, Michigan office.

We are pleased to announce Larry Worden has joined Vanderbilt Financial Group. Larry Worden CPA, President of Worden Wealth Management joins Vanderbilt with series 7 and 66 licenses. Worden was previously affiliated with Securities Management & Research, Inc. and will be located in Vanderbilt’s new Rogers, Arkansas branch serving North West Arkansas. Worden designs his own portfolios drawing from his experience as a CPA and avid Dorsey Wright user.

We are pleased to announce Jonathan Affe has joined Vanderbilt Financial Group. Jonathan Affe, formerly of Centaurus Financial, Inc., joins Vanderbilt as an Investment Advisor with specialties in retirement planning and insurance. After graduating the University of Albany with a degree in Business Administration, a concentration in Finance Management Info Systems and a double major in Marketing and Spanish, Jonathan went on to attain Series 7 and 66 licenses.

He will split his time between his Stuart, Florida office and Smithtown, New York office.

We’re please to announce the addition of our newest addition to the Vanderbilt Team. Michael Peters joins Vanderbilt as an Investment Management CFA with Series 8, 24, 7, and 63 licenses. Michael was previously affiliated with SCF Securities, Inc. and Cetera Advisor Networks, LLC. Peters will be located in Vanderbilt’s Pennsylvania branch.

We’re excited to announce that Eric Korhut is the newest advisor to join Vanderbilt! Eric Korhut was previously affiliated with Ameriprise and joins Vanderbilt as a Financial Advisor with Series 7, 63, and 66 licenses. Eric will work out of the Johnstown, PA branch.

We’re excited to announce that Joseph Giordano has joined Vanderbilt Financial Group, as our newest Financial Advisor. Joseph was previously affiliated with MassMutual in Syosett. A graduate of SUNY Farmingdale, Joe holds Series 7 and 63 Life and Health licenses and will be joining our Woodbury Headquarters.

We’re excited to announce that Ryan J. Herits has joined Vanderbilt Financial Group, as our newest Registered Representative. Ryan was previously affiliated with MassMutual as a Personal Estate and Business Advisor. A graduate of St. Johns University, Ryan holds Series 6 and 63 licenses and resides in Glen Head, NY.

We are pleased to announce Stephen Kaufman has joined Vanderbilt Financial Group. As a Registered Representative and RIA with over 20 years of experience. Stephen holds Series 7, 9, 10, 63 & 65. Stephen will work out of our New Jersey branch and was previously affiliated with Raymond James Financial and LPL.

We are pleased to announce Isaac Schlesinger has joined Vanderbilt Financial Group. Isaac was the co-founder and key executive of Bishop Rosen & Co. which was established in 1964. Please join us in welcoming Isaac to Vanderbilt Financial Group!

We are pleased to announce Israel Harman has joined Vanderbilt Financial Group. Israel has over 20 years of experience in the industry. Please join us in welcoming Israel to the Vanderbilt Team!

We are pleased to announce Joshua Pessin has joined Vanderbilt Financial Group. Formerly of Bishop Rosen & Co., as a Financial Advisor with almost 20 years of experience. Please join us in welcoming Joshua to the Vanderbilt Team!

We are pleased to announce William Wu has joined Vanderbilt Financial Group. William has over 30 years of experience in the Financial Industry and was formerly affiliated with Bishop Rosen & Co. and Wachovia Securities. William joins the sales force at Vanderbilt Financial Group’s Woodbury Headquarters. Please join us in welcoming William to the Vanderbilt Team!

We are pleased to announce Simon Chung has joined Vanderbilt Financial Group. Simon has been a Financial Advisor for over 30 years and was previously affiliated with Bishop Rosen & Co. and Stifel, Nicholas & Company. Simon joins Vanderbilt Financial Group’s Woodbury Headquarters. Join us in welcoming Simon to the Vanderbilt Team!

We are pleased to announce George Drakos has joined Vanderbilt Financial Group. George has almost 50 years of experience in the industry and was previously affiliated with Bishop Rosen. Please join us in welcoming George to the Vanderbilt Team!

We are pleased to announce Lyle Perlmutter has joined Vanderbilt Financial Group. Lyle joins Vanderbilt with 30 years of experience. Please join us in welcoming Lyle to the Vanderbilt team!

We are pleased to announce Henry Lefkowitz has joined Vanderbilt Financial Group. Formerly of Bishop Rosen & Co., Henry has been a financial advisor for over 15 years and hold Series 7 and 63 licenses.

We are excited to announce that David Laliberte joins Vanderbilt as the Branch Manager of our newest Office of Supervisory Jurisdiction. Previously affiliated with Bishop Rosen, our new OSJ will be located in Hudson, Massachusetts.

We are excited to announce that Gregory Mistovich joins Vanderbilt Financial Group as a Senior Vice President of Investments and Senior Portfolio Manager for Vanderbilt Advisory Services. Gregory was previously affiliated with Bishop Rosen and will be located in our Hudson, Massachusetts OSJ.

We are excited to announce that Kevin Quinn is joining Vanderbilt as a Senior Financial Advisor. Kevin was previously affiliated with Bishop Rosen and will be located in Hudson, Massachusetts.

Carol LaRocque joins the Vanderbilt Family as an advisor and trainer bringing her passion for developing younger advisors for success. She brings her skill set as an entrepreneur, recruiting high-end executives in her company she founded, Great American Recruiting Company. Welcome to the Vanderbilt Team, Carol.

Sandee Petry, formerly of Transamerica Financial Advisors, will be located in our new Clinton, Iowa branch office. Sandee has a bachelor’s degree in business and holds series 7, 66, and Life and Health licenses as well as a CRPC (Chartered Retirement Planning Counselor) designation.

Gina Quartararo is joining Vanderbilt as a Registered Representative and will be located in our Home Office. She holds Series 6, 63 and Life, Accident & Health Insurance licenses. Previously, Gina was a Personal Banker and Small Business Specialist at JP Morgan Chase and a Financial Advisor at Metlife.

David Levin has been in the industry for almost 40 years working at firms like Oppenheimer and Ameriprise. David creates a personalization experience for each client while ensuring that every client’s portfolio is reviews at least 4 times per year. His philanthropic efforts for both our community and environment make him a natural fit for the Vanderbilt Team. David will be joining our in-house team as a Senior Financial Advisor. David holds Series 7, 9, 10, 63 & 65 licenses.

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 will be a Senior Financial Advisor located in the home office. He has 20 years of experience and has 22 years of experience working on the floor of both the American Stock Exchange and New York Stock Exchange.

We are pleased to announce Peter Cook has joined Vanderbilt Financial Group! Formerly of Wells Fargo Advisors, Peter is a Fairfield University graduate with over 28 years in the industry. Peter will be located in our Trumbull, CT branch.

We are pleased to announce Philip Scholler is the newest financial advisor to join Vanderbilt Financial Group! Formerly of Girard Securities Inc., Philip is an Ohio State University graduate with over 17 years in the wealth management industry. Philip is the CEO of Wealth Mark Advisory Services and will be located in our Columbus, Ohio branch office.

We are pleased to announce; Michael Ward as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Capitol Securities, Michael will be located in the Vanderbilt Financial Group’s Home Office in Woodbury, NY.

We are pleased to announce; Richard Crescenzo as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Capitol Securities Management, Inc., Richard will be located in the Vanderbilt Financial Group’s Headquarters in Woodbury, NY.

We are pleased to announce; Victor Fugarov as the newest financial advisor to join Vanderbilt Financial Group. Formerly of MetLife Securities, Victor will be located in the Vanderbilt Financial Group’s Home Office in Woodbury, NY.

We are pleased to announce; Philip M. Hanover as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Oppenheimer & Co, Philip will be located in the Vanderbilt Financial Group’s home office in Woodbury, NY.

We are pleased to announce; Robert Magliulo as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Oppenheimer & Co and CitiGroup Global Markets, Robert will be located in the Vanderbilt Financial Group’s home office in Woodbury, NY.

We are pleased to announce; Dr Ned as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Park Avenue Securities and currently working as a Harvard Professor, he will be located in the Vanderbilt Financial Group’s branch office in Lloyd Harbor, NY.

We are pleased to announce, Robert Brower as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Fidelity Brokerage Services, LLC and Royal Alliance Associate, Inc. Robert will be located with his father John Brower in our Astoria OSJ office.

We are pleased to announce, Angelo Berretta as the newest financial advisor to join Vanderbilt Financial Group, formerly of Allstate Financial Services, LLC. Angelo will be located in our Titusville, NJ office.

We are pleased to announce, James Mendelson as the newest financial advisor to join Vanderbilt Financial Group, formerly of Hornor, Townsend & Kent, Inc. and Park Avenue Securities, LLC. James will be located in our Manhattan office.

We are pleased to announce, Bertrand Sejour as the newest financial advisor to join Vanderbilt Financial Group, formerly of Joseph Stevens & Company, Inc. Bertrand will be located in Alan Haenel’s Deer Park office.

We are pleased to announce, Joseph Czizik as the newest financial advisor to join Vanderbilt Financial Group formerly of Princor Financial Services Corporation and Northwestern Mutual Investment Services, LLC. Joseph will be located in our Bellmore, NY office.

We are pleased to announce; Glenn Stafford as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Maxim Group LLC, Glenn will be located in the Vanderbilt Financial Group’s home office located in Woodbury, NY.

We are pleased to announce; Terence Collins as the newest financial advisor to join Vanderbilt Financial Group. Formerly of J.P Morgan Securities, Terence will be located in the Vanderbilt Financial Group’s home office located in Woodbury, NY.

We are pleased to announce; John Malindretos as the newest financial advisor to join Vanderbilt Financial Group. Formerly of U.S. Financial Investments, John will be located in the Vanderbilt Financial Group’s Red Bank, NJ branch office.

We are pleased to announce; Neil Wallach as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Nathan & Lewis Securities and Walnut Street Securities, Neil will be located in the Vanderbilt Financial Group’s Hempstead, NY branch office.

We are pleased to announce; Earl Adler as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Eagle Rock Securities, Earl will be located in the Vanderbilt Financial Group’s Fort Lee, NJ branch office.

We are pleased to announce; Frank Nobile as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Rampart Financial Services, Frank will be located in Doylestown, PA.

We are pleased to announce; Thomas Melodia as the newest financial advisor to join Vanderbilt Financial Group. Formerly of American General Securities and Rampart Financial Services, Thomas will be located in the Vanderbilt Financial Group’s Riverhead, NY branch office.

We are pleased to announce; Jose Makayan as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Signator Investors, Inc, Jose will be located in the Vanderbilt Corporate Offices of 125 Froehlich Farm Blvd, Woodbury, NY

We are pleased to announce; Jeffrey Ashear as the newest financial advisor to join Vanderbilt Financial Group. Formerly of New England Securities and Rampart Financial Services, Jeffrey will be located in the Vanderbilt Financial Group’s Brooklyn, NY branch office.

We are pleased to announce; Robert Rinaldi as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Wellington Shields & Co., Robert will be located in the Bock Brokerage Services OSJ in Red Bank, NJ

We are pleased to announce; Jay Leader, CEO of The Leader Co. and his team as the newest financial advisory firm to join Vanderbilt Financial Group. Formerly of AXA Financial Services and Rampart Financial Services, The Leader Co. will be located in Doylestown, PA.

We are pleased to announce; Marc Barretta as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Wells Fargo Advisors, Marc will be located in the Vanderbilt Financial Group’s Brooklyn, NY branch office.

We are pleased to announce; Namco Financial Group as the newest team to join Vanderbilt Financial Group. Jay Watnick, JD, and CEO of Namco, Formerly of Rampart Financial Services will continue to be located in their offices on East End Ave, New York, NY.

We are pleased to announce; Leslie Katz as the newest financial advisor to join Vanderbilt Financial Group. Formerly of Washington Square Securities and Rampart Financial Services, Leslie will be located in his offices on West 77th St, New York, NY.

We are pleased to announce; Theodore Kilkuskie as the newest financial advisor to join Vanderbilt Financial Group. Formerly of NFP Securities, Theodore will be located in the Mark Edwards Partners Corporate Headquarters at 505 Park Ave, New York, NY.

We are pleased to announce; RJ Rossiter Consulting Group as the newest team to join Vanderbilt Financial Group. Formerly of Rampart Financial Services, the group will transition to the new Vanderbilt Corporate Offices in Woodbury, NY.

We are pleased to announce that Valentina Solomita has joined Vanderbilt Financial Group. Valentina has a stellar 22-year career in Financial Services that includes senior positions at Merrill Lynch, UBS, American Portfolios and a most recent-very brief stay at Royal Alliance. Valentina was attracted to Vanderbilt’s personal customer service, family-oriented culture and innovative technology.

We are pleased to announce that John Lippiello has joined Vanderbilt Financial Group. John joins Vanderbilt from North Ridge Securities and will be located in a Branch Office in Glen Cove, New York. John has 27 years of experience and specializes in Mutual Funds and Variable Annuities.

We are pleased to announce that the Bock Brokerage Services Group has joined Vanderbilt Financial Group. The firm’s President, Kenneth Bock was looking for a partner to assist in rounding their group to a full service financial institution. Currently an ultra high net worth equity execution team, Bock Brokerage will expand into financial planning and insurance. David Bock and Greg van de Sande run the day to day trading operations from their Red Bank, NJ Branch Office.

We are pleased to announce that Richard Spriggs has joined Vanderbilt Financial Group. Richard joins Vanderbilt after a move from Primevest Financial Services, Inc. Richard has joined our Hudson Valley Financial Services OSJ located in Kingston, NY and has been in the securities industry for over 26 years.

We are pleased to announce Louis Conti has joined Vanderbilt Financial Group. Louis joins Vanderbilt after a move from Primevest Financial Services, Inc. Louis has joined our Hudson Valley Financial Services OSJ located in Kingston, NY and has been in the securities industry for over 14 years.