TIMELINE

Vanderbilt Financial Group is proud to welcome Ivory Johnson, CFP®️, ChFC, joining us from our newest location, Washington, DC! Ivory Johnson is the Founder of Delancey Wealth Management, LLC, a financial planning firm located near the U.S. Capitol Building in Washington, DC. Ivory graduated from Penn State University with a Bachelor of Science Degree in Finance. He is an active member of Alpha Phi Alpha Fraternity Inc. and the Immediate Past President of the 100 Black Men of Greater Washington, D.C., recipient of the 2018 D.C. Chamber of Commerce Nonprofit of the Year.

He is the former Director of Financial Planning at Scarborough Capital Management, a wealth management firm with over $1 billion in assets under management. Mr. Johnson is a member of the CNBC Financial Advisor Council, made up of 20 high-level financial professionals, appearing as a financial planning guest on various broadcast shows. He has been quoted regularly in numerous publications, including US News & World Report, The Journal of Financial Planning, Black Enterprise, The New York Times, The Washington Post, Investment News and the Wall Street Journal.

“I’m excited to join Vanderbilt Securities, a pioneer in digital asset and socially conscious investing. I look forward to being affiliated with an organization whose values are closely aligned with my own at a time when disruptive technology and their corresponding investment opportunities have the potential to deliver additional value to my clients.” 

Vanderbilt Financial Group is proud to welcome Devesh Purohit located in our newest office in Los Angeles, CA! Devesh is a Senior Vice President, Wealth Manager with Vanderbilt Securities. He has over 25 years of experience in the financial advisory field.

He started with Morgan Stanley in 1996 and moved to Wells Fargo Advisors in 2009. Devesh has a holistic view on his clients’ finances, focusing on retirement planning, wealth planning, and education planning. He maintains a long-term view when it comes to clients’ financial planning. Devesh focuses on managed growth with a keen eye on risk management. His goal is to tailor portfolios for his clients on an individual basis.

“I joined Vanderbilt Securities because the firm aligns with my values. Vanderbilt also has innovative technology which makes it a ‘user-friendly’ experience for my clients. Their association with Fidelity was another major reason I joined this firm. I am excited to be part of Vanderbilt!”

Vanderbilt Financial Group is proud to welcome Gale A. Brodie, CRPC®️, a new advisor joining us from our newest location, Elk Grove, Central California! Gale comes to us with over 35 years of wealth management experience and enjoys working with people from different backgrounds and life experiences. She helps individuals, families, and business owners manage their financial resources in order to have financial security.

Masterpiece Financial Group, Gale’s company, is committed to serving their clients with the highest integrity and professional standards. Gale is a Chartered Retirement Planning Counselor and seeks to understand the intricate details of her clients unique financial challenges. She will provide accurate information with a vast array of financial solutions to help them pursue their goals, including: investments, planning, financial assessment, and insurance solutions. The key is well-advised financial information and management for her clients.

“I joined Vanderbilt Financial to be part of an independent firm which is associated with a major clearing and investment firm, such as Fidelity. It was also very important to be able to offer my clients a ‘user-friendly’ experience and customizable foundation for me and my practice. I am so excited to join Vanderbilt Financial!”

Vanderbilt Financial Group is proud to welcome Thomas Turner and our newest office in Rockford, Michigan! Tom has been a Financial Advisor for over 25 years and specializes in estate and retirement planning, which he is passionate about.

“The decision to join Vanderbilt Financial Group was very easy because of their dedication to clients and the professionalism of everyone at VFG. I wanted to go to an independent firm that offers me the flexibility to customize my business model in order to best serve my clients.”

Vanderbilt Financial Group is excited to welcome Matthew Flaks! 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 and will be based in Lake Worth, Fl.  Welcome to Vanderbilt Financial Group, Matthew, we are so happy to have you join our team!

“I was seeking a personalized boutique firm albeit with major wirehouse clearing. I found this unique blend in Vanderbilt Securities powered by NFS Fidelity Clearing Services.” Matthew Flaks

Vanderbilt Financial Group is proud to announce that Stephanie Brand has joined the firm as the Director of Onboarding and Advisor Relationships. With an extensive background in wealth management, Stephanie brings 20 years of experience. Stephanie currently holds the Series 7, 63, and 65 FINRA exams and is also appointed by the State of New York as a licensed Notary Public. 

Stephanie started her career as a Private Banker at The First National Bank of Long Island and shortly after she was recruited to Smith Barney, where she started her 15-year career as a Registered Senior Wealth Management Associate. Stephanie has had the honor of working directly alongside several of Forbes listed top 100 Financial Advisors in New York State and has personally transitioned many of their business with over a 90% success rate.  As a result, she has gained an extensive amount of knowledge in onboarding, business development, and customer service as well as having the privilege of working at some of the world’s largest wealth management firms such as; Smith Barney, UBS Financial Services, Morgan Stanley, Wells Fargo Advisors, and Merrill Lynch.
 
Stephanie’s primary focus will be the successful onboarding of all new advisors that join Vanderbilt. Her extensive industry experience will help ensure a smooth and frictionless transition for all new Vanderbilt advisors. She also brings the highest level of service and satisfaction for new and existing advisors which will be instrumental in her role of Advisor Relationship management.

“Vanderbilt has seen record breaking growth for the past few years and we are grateful to have that continue in 2021. Stephanie has been brought in to assist and manage VFG’s process with onboarding and ensure the highest level of service for all of our valued advisors” – Joe Trifiletti, VFG President
 
Stephanie is a first-generation American, with the majority of her family overseas. Her father immigrated from Israel at a young age and her mother from Norway. In Stephanie’s free time, she enjoys exercising, church, and spending time with her son, James. 

Vanderbilt Financial Group is proud to announce that Theo Basis has joined the firm as Chief Compliance Officer. Theo is a dynamic Compliance and regulatory professional with extensive leadership experience in all facets of broker-dealer, investment advisory, insurance, and investment banking compliance. He has also served in many Compliance roles over the duration of his 30 years of experience.

Theo’s career includes five years as a Senior Compliance Examiner with FINRA Regulation, District #10, N.Y.  His adept ability to gauge regulatory risks and formulate effective solutions have resulted in a highly successful career working at small, medium, large, and mega organizations. Some of the premier organizations he served as CCO, Director, and/or a Senior Manager capacity include: AXA Equitable; Prudential; Principal Financial Group; TD Wealth Management; Signature Bank/Securities; and, W.J. Nolan & Co. (a NYSE member). Theo is an expert in the application of SEC, FINRA, and MSRB regulatory rules and interpretations. He is also respected as an accomplished regulatory Compliance leader, trusted advisor, and supervisory management support confidante.

Theo maintains registrations and licenses in the following Series Examinations 7, 8, 9, 10, 14, 24, 53, 63, 65, and, 99.  He also has been a Certified Anti-Money Laundering Specialist – CAMS (since 2007).

Theo grew up in Queens and Staten Island, NY; and he currently resides down at the New Jersey shore area with his family. His life-time passion is creating gourmet meals for everyone to relish. Theo may be hard to find, as he is engaged in outdoor activities which include: hiking, long-range bicycling, beach/water sports, kayaking, pickleball, golf, skiing, gardening, playing drums, home-improvements, dining out, movies, and stewardship/volunteerism at his church.        

“The unique mix of VFG’s investment philosophy, the entrepreneurial nature of the firm’s Advisors, and the congenial, familial support of Senior Management and the home office staff is a highly desirable combination. VFG offers a refreshing and exciting new career horizon. I am passionate about what we do here and look forward to our future”. – Theo Basis, Chief Compliance Officer

Vanderbilt Financial Group is thrilled to announce Hillary Brevig 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.

“I wanted to join a broker dealer that fully embraces the possibility that impact investing inspires: innovation and forward thinking, generosity and care for people and the environment, and the ability to make the world a better place,” Hillary said. “Vanderbilt continues to consistently demonstrate their commitment to those values, and I look forward to many years of partnership!” 

We are delighted to announce that Susan Hansen is now a member of the Vanderbilt family! Joining us from Cadaret Grant & Co. Inc., Susan and her team are located in Fayetteville, New York. Susan has over 35 years of experience with specializations in socially responsible investing and LGBT and peace activist communities. In her free time, Susan enjoys swimming and spending time outdoors.

“We are looking forward to the research, technological efficiencies, and collaboration that will be available with this change!” said Susan.

Please welcome Financial Advisor Gayle Olivette 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.

“I joined Hansen’s Advisory Services in 2012 because of the focus on sustainable investing. Hansen’s is joining Vanderbilt for the same reason,” Gayle said. “We look forward to working with like-minded professionals!” 

Vanderbilt Financial Group is excited to welcome Laura Adams! Laura is the Client Relations Manager at Hansen’s Advisory Services in Fayetteville, New York. She has 10 years of experience in client communications, administrative oversight, and advisor support.

“Vanderbilt shares our values in Socially Responsible and Impact Investing as well as providing efficient technological processes,” Laura said. “We believe our affiliation will create a meaningful and positive impact for us and our clients!”

Also joining us with Hansen’s Advisory Services are Administrative Assistants Julie Wright and Kate Jacobs!

Julie has a degree in Accounting as well as a background in fundraising. Her hobbies include sailing and hiking, and she has a passion for environmental issues.

Kate has two degrees in Sports Management and a background in higher education major gift fundraising. She is currently working towards becoming a Certified Financial Planner. Like the rest of the team, she loves the outdoors!

Vanderbilt is happy to announce our newest Financial Advisor, Elliot Ford!

Located in Twisp, Washington, Elliot has over 25 years of experience in the industry. His areas of focus include impact investing, retirement plans, and continued investment research. Elliot joins us from KMS Financial Services.

I admired Vanderbilt’s socially conscious efforts, interpersonal qualities, and efficiencies, and we just seemed to hit it off,” said Elliot. “I have not been disappointed!”

We are excited to announce that Ken Martinson has joined the Vanderbilt team!  

Formerly of KMS Financial Services, Ken is located in Walnut Creek, California and has 36 years of experience. He specializes in custom investment management with an emphasis on dividend-income oriented investments to ensure his clients can maintain their lifestyles through their lifetimes. He is also the co-founder of Martinson Stoller Advisors, along with Curt Stoller, where they focus on the qualified plan marketplace.

“I wanted to join a smaller firm focused on personal relationships, a strong commitment to core values and high standards, embracing new technology and innovation, and centered on serving clients together. One which will be around for a long time,” said Ken

We are excited to welcome Bill Fisher to the Vanderbilt family! Bill is a Financial Advisor with over 30 years of experience and is located in Danville, California. He specializes in executive and family financial planning for high-net worth individuals and tax-advantaged diversified portfolio creation. When he’s not working, he enjoys playing ice hockey and spending time with his wife and daughters.

“I wanted to be part of a small broker-dealer that offers me great service and the flexibility to meet the evolving needs of my clients,” said Bill. “I’m impressed by Vanderbilt’s adaptability and I’m looking forward to a productive partnership.”

Vanderbilt Financial Group is excited to announce Mike Radakovich as our newest Financial Advisor! Located in Portland, Oregon, Mike has over 25 years of experience with a focus on comprehensive financial advice and planning for individuals and small business owners. In his free time, he enjoys fishing and spending time outdoors.

“I’m excited to join Vanderbilt because community and the environment are important to me, and I wanted to join a broker-dealer that reflects my values,” said Mike.

Vanderbilt Financial Group is excited to welcome Certified Financial Planner Luna Jaffe! Located in Portland, Oregon, Luna is the Founder and CEO of Lunaria Financial, where she focuses on helping families transfer wealth in a thoughtful way. She is the author of Wild Money: A Creative Journey to Financial Wisdom and previously worked as a professional textile artist and psychotherapist.

“I am inspired to join Vanderbilt because the firm aligns with my personal and professional commitment to values-based financial planning and investment management,” Luna said. “I have joined a firm that walks their talk and leads with passion, generosity, and inclusion.”

Vanderbilt Financial Group is thrilled to welcome Wealth Advisor JT Greenwood! JT joins us from Summit Advisors NW, where he works out of their Fremont, CA office. He has over 20 years of experience, with focuses on and stock option strategy and comprehensive, customized financial planning and investment management for high-net worth individuals

“I wanted to work with a broker dealer that very intentionally creates a positive culture and community of advisors.” JT said. “I’m pleased to be joining Vanderbilt, where I have the benefits of independence and a collaborative family of other advisors.”

Vanderbilt Financial Group is proud to welcome our newest Financial Advisor, Ryan Bhattacharyya! 

“Vanderbilt aligns with my values on a future governed by sustainability and social justice and an environment that champions these causes,” says Ryan, whose practice is located in West Des Moines, Iowa.

Ryan joins us from Cambridge Investment Research and has 13 years of experience. His focuses are fee-based wealth management, retirement planning, life and disability insurance and annuities.

Vanderbilt Financial Group is thrilled to welcome Tony Cross CLU, ChFC as the latest Financial Advisor to join the team. Tony comes to us from ONESCO and brings 35 years of experience working in the Financial Services industry. His practice is located in Edmond, Oklahoma – this marks Vanderbilt’s expansion into our 25th state in the U.S.! 

Tony joined Vanderbilt for our “advanced technology integration in combination with an outstanding back office support team.” Tony holds his Series 6, 7, and 63 Licenses. His areas of focus include comprehensive financial planning for small business owners and professionals, money management, tax avoidance strategies, structuring debt, and insurance risk management.

Vanderbilt Financial Group is excited to welcome William Adamski as the latest Investment Advisor to join our growing Firm. William joins us from Investacorp, brings 20 years of experience and holds his Series 7 and 66 licenses. His practice is located in Saylorsburg, Pennsylvania with a focus on fee-based and retirement planning. “I joined Vanderbilt for the family-oriented atmosphere,” William says of joining the Firm. 

Vanderbilt Financial Group is thrilled to welcome Neil Gronowetter as the latest Financial Professional to join the team. Neil is the Founder & CEO of Emerald Tide Financial located in Wilton, CT. He brings over 8 years of experience with a focus on: (1) creating robust tax-free pensions; (2) helping clients retire comfortably and stay retired comfortably with fee-free strategies to mitigate loss while providing participation in growth of market; and (3) delivering life insurance premium financing for successful individuals, families, and business owners.

“Since we opened the doors to Emerald Tide Financial, our company has grown beyond our expectations. We strive to provide best-in-class support and technology to our growing roster of clients. We also wanted a broker-dealer closer to our Connecticut headquarters. With Vanderbilt, we had the good fortune to connect with a broker-dealer well-equipped to provide the resources we need, right in our own backyard,”  Neil said of joining Vanderbilt. 

Vanderbilt is proud to welcome Daniel Ward as the latest Financial Advisor to join the team. Daniel’s practice, Ward Financial, is located in Honolulu, Hawaii. He brings 5 years of experience in Financial Services and joins us from previous firm Bankoh Investment Services Inc.. 

“I joined Vanderbilt to pursue a dream of mine to build my own practice as a self branded advisor with the flexibility of partnering with a reputable firm,” Daniel said of joining Vanderbilt. Daniel enjoys partnering with his clients to strategize on individual goals using tools and resources in wealth management, retirement planning, and saving for college and other major life events. 

With the new addition of Hawaii. Vanderbilt Financial Group now has Advisors in 24 states across the US!

Please join us in welcoming Daniel to the Vanderbilt family! 

Vanderbilt is proud to welcome Jay D. Schurz as the latest Investment Advisor Representative to join the team. Jay brings over 24 years of experience and joins us from previous firm Modern Woodman of America Financial Services.

Jay’s unique practice takes a faith-based Financial Planning approach – aligning a person’s beliefs with their investments. “Vanderbilt stood out for me as I needed a home at a firm with similar values in regards to impact investing.” Jay has dedicated his life to providing education to those people seeking to align their faith and values with their stewardship. Jay spent the early part of his life serving in the U.S. Army as a Military Policeman for 12 years and has served in the financial industry since 1996. He is a Pastor, Certified Kingdom Advisor™, Certified Stewardship Instructor, and host of the Kingdom Plan Radio Show, which can currently be heard in Alabama and Florida.

Vanderbilt is proud to welcome Milan and Vimal Madhani as the newest additions to our growing firm. This team of brothers run a CPA firm in a suburb of Chicago, Illinois.

Milan is a Financial Advisor with 19 years of experience with firms such as Avantax Wealth Management and Genworth. “I am excited to join a family-owned firm, where more personal attention is given to Advisors and their needs. Vanderbilt’s goals are closely aligned with our firm’s business goals,” said Milan of his reason to switch. Milan focuses on Tax & Financial Planning, Insurance, and Legacy Planning. 

Vimal holds his Series 6 and 63 licenses and is a limited Registered Representative. Vimal also joins us from Avantax Wealth Management and has a Master’s Degree in Taxation. His areas of focus are Retirement Plans for self-employed individuals, Safe Harbor & Solo 401K, Pension Plans, Simple IRA, Life Insurance Plans, Fixed Index Annuities, and Income Producing Investments.

“We want to join an RIA group that could help us keep a high quality of service for our clients. We believe pride and integrity go hand in hand for a Financial Services Representative to give his or her clients the highest level of service. We feel that Vanderbilt mirrors that same philosophy,” said Vimal.

We are thrilled to welcome Joseph Grimaldi as the latest Investment Professional to join the Vanderbilt family. Joseph’s practice will be part of Vanderbilt Advisor Dave Laliberte’s OSJ and is located in Saint James, NY on Long Island. He joins us from Regulus Advisors with over 6 years of experience.

“In order to give my clients the best, I need to work with the best. Vanderbilt gives me the opportunity to serve my clients to the fullest, and I am grateful to have the pleasure,” Joseph said upon joining Vanderbilt. His areas of focus include Retirement Planning and Asset Accumulation.  He holds the Series 7 & 63 licenses as well as Life & Health Insurance Licenses.

Vanderbilt is proud to welcome David Stewart as the latest Investment Advisor to join the team. David’s practice is located in Darien, Connecticut where he serves clients from around the tri-state area. He brings 20 years of experience and joins us from previous firm Royal Alliance Associates. “Vanderbilt stood out as a very capable team, with a purposefully built culture of strong communication and commonsense flexibility in how they work with Advisors. That made the decision to move an easy one,” David said of joining. His areas of focus include retirement planning and advisory portfolios, specifically employing a Multi–Asset Strategy which utilizes a research–driven process rooted in strategic asset allocation with the goal of preserving capital first and striving for return second. 

We’re proud to welcome John Tobin as the latest addition to the Vanderbilt Family! John is a Registered Representative located in West Roxbury, MA. He has 27 years of experience and joins us from previous firm Cantella & Co. “I am very excited to join a firm with a long-standing history of integrity,” John says of his move to Vanderbilt.

Vanderbilt is proud to welcome Tom and Lynn Kachel as our newest Financial Advisors. The Kachel’s are located in Rockville, VA. “We chose Vanderbilt for its emphasis and specific understanding of the entrepreneur,” they said of joining the Firm. “The energy and optimism at VFG provide the perfect fit for us as we seek to reinvigorate our company for the 2020s and beyond.”

Tom has 26 years of experience with firms such as Commonwealth Financial Network and Dean Witter Reynolds Inc. Tom focuses on the retirement phase of client’s lives and aids them in sticking to a long-term plan, helping avoid outliving their money.

Lynn is Tom’s business partner and spouse. Lynn is a member of the Virginia State Bar and has practiced corporate and business law since 1994. She has worked at Commonwealth Financial Network and focuses on the legal and tax aspects of investing.

Vanderbilt is proud to welcome Nick DiPaolo as our newest Financial Advisor. Nick is located in Franklin, Tennessee and brings 17 years of experience with firms such as LPL Financial and Cambridge Investment Research. “I am very excited to be a part of a great organization that will assist me in the continued growth of my firm through providing valuable resources and tools,” says Nick of joining Vanderbilt.  His area of focus is Financial Planning with an emphasis on retirement income planning.

We are proud to welcome Matthew Bielawski as our latest Financial Advisor to join Vanderbilt Financial Group. Through joining Vanderbilt, Matthew says “I look forward to expanding my business to new avenues.” Matthew will be located at VFG Headquarters in Woodbury, NY. He joins Vanderbilt with 14 years of experience from Morgan Wilshire Securities Inc.

Vanderbilt is proud to welcome Kurt Berry as our newest Financial Advisor! “I am very excited to be part of a technology focused, alternative friendly, smaller broker dealer that is willing to let me build my practice the way I like it, not just with a cookie-cutter formula,” says Kurt. He joins us from Regal Financial Group with 17 years of experience. His focuses are creating streams of income for clients and helping families become financially independent as soon as possible, not just waiting for retirement in the future.

Vanderbilt is proud to welcome Michelle Malacinski as our newest Financial Advisor. Michelle is located in sunny New Port Richey, Florida. “I am very excited to be part of a team that shares my passion for community, environment and doing good for our clients,” says Michelle. She joins Vanderbilt from Pruco Securities with 11 years of experience and is a specialist in pre and post retirement with a focus on women. 

We are delighted to welcome Chris A. Nelson as Vanderbilt’s latest Financial Advisor! Chris will be located in Yardley, Pennsylvania. Chris joins us from Cantella & Co. with 36 years of working in wealth management and retirement planning. “I am thrilled to find a Broker Dealer whose values are aligned with mine and my clients,” Chris says of joining Vanderbilt.  

Vanderbilt is proud to welcome Jack Kelley as our newest Financial Advisor! Jack is located in San Clemente, California and joins Vanderbilt from LPL Financial with 26 years of experience in financial services. “Having experienced the major Broker Dealers, I came to Vanderbilt to work with a nimbler  firm,” Jack says of the move to VFG. 

Vanderbilt is proud to welcome Jeff Li as our newest Financial Advisor! Jeff is located in Illinois – Vanderbilt is now operating in 22 states across the nation.  “I’m thrilled to join a company that provides a broad range of products, including Structured Investment Products and support for international prospecting,” says Jeff of this move.  Jeff joins us from Morgan Stanley with nearly 20 years of working in the financial industry in varying capacities, a deep understanding of financial markets, and a holistic view of financial management to help his clients achieve their goals. 

We are proud to announce Erik Hayden has joined Vanderbilt as our newest Financial Advisor and will be located in New York, NY. Erik focuses on impact investing, aligning his clients’ values with their investments. As Erik says of this move in his practice, “I’m incredibly excited to partner with Vanderbilt. Their reputation as an Impact Organization and sustainable wealth management firm speaks to the values that are catalysts in my life and the lives of my clients.” 

We are thrilled to announce Jeremy Brown has joined Vanderbilt as our newest Financial Advisor.  Jeremy is based in Torrance, CA and comes to us from Raymond James Financial Services.  With a focus on retirees and pre-retirees, Jeremy is dedicated to helping clients reach their financial goals to be able to enjoy the fruits of their labor as they enter a new phase of life.  Jeremy is excited to join a company, such as Vanderbilt, that puts people first and knows advisors beyond just their rep code. 

We are excited to announce Brett Goldstein has joined Vanderbilt as our newest Financial Advisor and will be located in our Woodbury, NY Headquarters.  Brett comes to Vanderbilt from UBS Financial with over 20 years of experience.  

We are thrilled to announce Albert Porto has joined Vanderbilt as our newest Financial Advisor. Al will be located in our Woodbury, NY Headquarters and brings with him over 35 years of experience. Previously, he was the Associate Director of Investments at Oppenheimer & Co. Inc. and Janney Montgomery Scott.  Al looks forward to continue growing his business with Vanderbilt.

We are excited to announce Joe Allen has joined Vanderbilt as our newest Financial Advisor.  Joe will be located in Missouri.  He specializes in Options and Related Risk Management.  Previously Joe was with Mass Mutual and is excited to continue to grow his business with Vanderbilt.

Stephen Agrista has joined Vanderbilt as our newest Financial Advisor.  Steve has over 40 years of industry experience and will be based in Pennsylvania.  Steve specializes in Financial, Estate and Retirement Planning.

We are excited to announce Thomas Jack has joined Vanderbilt as our newest Financial Advisor.  Thomas will be located in our Southern Florida Branch.  He specializes in Wealth Management and Retirement Planning. Previously Thomas was with Mass Mutual and is excited to continue to grow his business with Vanderbilt.

We are excited to announce Gar McCray has joined Vanderbilt as our newest Financial Advisor.  Gar has over 30 years of industry experience and has offices in both Florida and Michigan.  Gar lectures nationally and teaches financial seminars at the
college and advanced education levels. 

Robert Grimaldi of Lake Grove, NY joins Vanderbilt as our newest Financial Advisor.
Robert will be associated with our Boston OSJ. He was previously affiliated with Foresters Equity Services.

David Litras of Wellington, FL joins Vanderbilt as our newest Financial Advisor.

He currently holds the Series 7, 63, 65 and Life Accident and Health Insurance Licenses. David was previously affiliated with LPL Financial.

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.