TIMELINE

Vanderbilt is happy to announce our newest Financial Professional, Sr. Wealth Manager, Tim McGrath AAMS^®! Tim is joining us from Anna, Illinois.

Tim has 15 years experience and was previously with Edward Jones. He has his Series 7 and 65 licenses. He specializes in retirement planning, college education, wealth transfer, and personal investing.

He loves spending time with his wife Alyssa and four children, his two sons Sheldon and Nick and her two sons Cayden and Coby. His passion is St. Louis Cardinals baseball and sports in general. He loves the outdoors, fishing and golfing. Tim is dedicated to serving his community, being a part of various organizations such as the Board of Education and Kiwanis Club. In the past he has also been President of Rotary Club and Chamber of Commerce.

“I have decided to join Vanderbilt because they hold the values of work ethic, wealth management and importance of family that I am seeking at this stage of my career. They understand the importance of all three of these areas.”

“Tim’s dedication to his local community, family, and service to his clients are the same ideals we at Vanderbilt hold true. He is the type of person we are looking for in a trusted advisor. and are excited to have him as part of our family.” – Heidi Distante, Chief Executive Officer.

Vanderbilt is happy to announce our newest Financial Professional, Danny Packard of Packard Advisory! Danny is joining us from Escondido, CA.

Danny has 8 years of experience and was previously with Capital Assets, as a Financial Advisor. He has his Series 65 license.

He specializes in Income Planning, Investment Management, Financial Planning and Asset Protection..

Danny is a licensed Investment Advisor Representative and received his bachelor’s degree in business finance. He is very family-oriented, spending a lot of time with his wife of 20 years and three children. He enjoys refereeing college and high school basketball and coaching youth sports in his free time.

When asked why he chose Vanderbilt, Danny stated “Vanderbilt had everything I was looking for in an investment firm. It’s family oriented and has a desire to help.”

“Danny is a great addition to the firm and is integral to expanding VFG’s west coast presence. He is committed to helping his clients be more confident and comfortable with their financial future” – Heidi Distante, Chief Executive Officer

Vanderbilt is happy to announce our newest Financial Professional, Keith Murray! Keith is joining us from Annapolis, MD

Keith has 43 years’ experience and was previously with Gradient Securities. He has his Series 6 and 63 licenses. He is the President of Murray Insurance, specializing in life insurance, annuities and mutual funds.

Keith grew up in North New Jersey and attended Montclair State University where he played both basketball and baseball. Upon graduation he wanted to keep being in a competitive environment so he decided on a sales career. He did not pick insurance sales, it picked him, as he answered a blind newspaper ad for a sales position. He stayed with that firm for 17 years before opening his own business focusing on life insurance, annuities and mutual funds.“I joined Vanderbilt because, from the minute I sat down with President Joe Trifiletti, I knew we were on the same page. I felt great vibes from him, the rest of the executive team, and the firm’s staff.”

“With Keith’s wealth of experience and dedication to his clients, he values our culture of G.R.I.T.T. and will fit seamlessly into the Vanderbilt family.” – Joe Trifiletti, President.

Vanderbilt is happy to announce our newest Financial Professional Brian Burns! Brian is joining us from Tecumseh, MI.

Brian has 25 years of experience and was previously with Sigma Financial Corporation as a Registered Rep. He has his Series 7 and 63 licenses as well as his Life, Accident and Health PC.

He specializes in Retirement Income, Estate Planning and Accumulators. Brian provides a wide scope of investment services and strategies. The reason Brian chose Vanderbilt is “…because the people are great and I really like the way they do business.” When asked about why he chose a career in finance, Brian responded “I enjoy being an advisor and enjoy servicing my client’s needs.”

“Brian shares our core values and will be a great fit for Vanderbilt. His dedication to his clients and his love for being an advisor is what we look for in our firm. We are excited to welcome him to VFG!” –  Heidi Distante, Chief Executive Officer

Vanderbilt is happy to announce our newest Financial Professional, Eric Hu! Eric is joining us from Bridgewater, NJ.

Eric has 25 years’ experience and was previously with Sigma Financial. He has his Series 7, 24, 63 and 65 licenses. He is the President of Gryphon Asset Management, specializing in retirement planning, 401k rollovers, and wealth planning & preservation.

Eric attended Rutgers University where he received his degree in economics. Gryphon Asset Management was founded with the goal of assisting clients in each aspect of their financial lives and working diligently to provide the most personal service available. They strive to help create financial stability and security to provide financial independence for their clients.

“I came to Vanderbilt looking for a firm that had all of the capabilities and services that other large independent firms offer, but are nimble and agile enough to move quickly on the issues I need help with. So far, I have been very pleased with the decision.”

“Eric’s values, personal and in business, align perfectly with that of Vanderbilt’s and our G.R.I.T.T. (Gratitude, Respect, Innovation, Teamwork, Trustworthiness) philosophy. We are extremely excited to have him onboard” – Heidi Distante, Chief Executive Officer.

Vanderbilt is happy to announce our newest Financial Professional, Walter McKinney! Walter is joining us from Bridgeton, MO.

Walter has 20 years experience and was previously with A.G Edwards & Sons Inc who were acquired by Wells Fargo. He has his Series 7 and 63 licenses. He is the President and CEO of McKinney Group Wealth. Walter was previously in the Marines as well

He specializes in Corporate Cash Accounts, College Education Planning, Business Needs Analysis, Business Retirement Plans, Personal Financial Analysis, Insurance, Annuities, Business Succession Planning, Estate Planning, and Wealth Transfer Strategies. Walter provides the complete scope of investment services and strategy. Walter’s business focuses on the African American community; 80% to be exact. He wants to have a financial impact in the African American community.

“I joined Vanderbilt because of their values about reduced inequalities. I want to make a financial impact in the African American community and believe that Vanderbilt can help me in my desire to achieve my goals. I am excited to be part of the team!”

In his spare time, Walter likes to fish and play golf. 

“Walter will fit right into our firm. He shares the values of True G.R.I.T.T. and helping the underserved. We are excited to have him!” – Joe Trifiletti, President

Vanderbilt is happy to announce our newest Financial Professional, Peggy Martin! Peggy is joining us from Santa Rosa, CA.

Peggy came from Parsonex Securities, Inc and has 4 years of experience. She was formerly a teacher. Peggy has her Series 6 and Series 63 licenses. Typically, she works with women executives leading non-profits in California. Her mission is twofold: helping her clients in their desire to reach their retirement income goals and making sure their investment dollars are at work to do good in the world, protecting our planet. She believes that we can each have a much larger impact when we make smart investments, and invest with our values.

“I’m thrilled to have the opportunity to join Vanderbilt Financial Group, a firm that is aligned with my values, and has such a wide variety of ESG and SRI choices for my clients. I’m energized to be joining a team of professionals who share my passion of helping clients invest with their minds and their hearts, so we can work together to do more good in the world!”

“Peggy will fit right into our culture of being an impact-focused firm. She shares the values of True G.R.I.T.T. and doing more good in the world. We are excited to have her!” – Joe Trifiletti, President

Vanderbilt is happy to announce our newest Financial Professional, Joseph Vanelli III from Skippack, PA

Joseph is coming from Fortune Financial Services and brings 5 years experience with a focus on technology. He has his Series 6 and Series 63 licenses.

“Vanderbilt offers a wide range of services to help their financial professionals grow and service their clients. I believe that Vanderbilt will help my practice in many areas. Specifically, I was impressed with Vanderbilt’s approach to technology and allowing that to help make business more efficient. Since engaging with Vanderbilt in the early stages, everyone on the team has been a pleasure to work with and are eager to help educate their new representatives. Lastly, and most importantly, the values that the company embodies match my value system”.

“Joseph has an innovative mindset which makes him fit right in here. We are excited to have him!” – Joe Trifiletti, President

Vanderbilt is happy to announce our newest Financial Professional, Scott Kadish, CFP® of Greenvest™! Scott is joining us from Westborough, MA.

Scott has 15 years of experience and was previously with Merrill Lynch, Pierce Fenner & Smith Inc. as a Financial Solutions Advisor. He has his Series 7, 63 and 66 licenses as well as being a Certified Financial Planner™and a Certified SRI Counselor™.

He specializes in helping his clients divest from fossil fuels in their investment accounts and co-create living financial plans to help them realize their greatest selves.

The reason Scott chose Vanderbilt is because he “ wanted to be part of a larger community of financial advisors that have a passion for and a deep knowledge of Socially Responsible Investing.”

“Scott’s focus on co-creating living financial plans with his clients is an exciting addition to VFG.  He also concentrates on the Impact space which is something we value highly as a firm.” – Heidi Distante, Chief Executive Officer

Vanderbilt is happy to announce our newest Sr. Financial Advisor, Sandra Hay Magdaleno. Sandra is joining us from Portland, Oregon!

Sandra has over 30 years experience in the financial services industry. Her previous firm was Cetera Advisors LLC., and she joined Vanderbilt because she was looking for an ESG/SRI focused firm. She has her FINRA Series 7, 63, and 65 licenses. Sandra’s areas of focus are life transitions, financial planning, retirement planning or “living the dream”, and many more. Sandra loves empowering people to create and achieve their financial goals, growing their financial knowledge and assets, leading people through transitions and struggles to live and enjoy their dreams.  

“I joined Vanderbilt to be in a firm that aligns with my values of impact-investing. I enjoy serving those around me and will continue doing that here”. 

In her spare time Sandra volunteers, enjoys outdoor activities like fishing, mountain climbing and skiing, and spends time with her family. Sandra also serves on the board of Portland Open Bible Community Pantry.  The POBC Pantry feeds a broad diverse base of over 4,000 people per month. They operate fully in five languages and are a tremendous asset to the community.  

“Sandra will fit right into our culture of being an impact-focused firm. She shares the values of True G.R.I.T.T. and serving those around her. We are excited to have her!” – Joe Trifiletti, President

Vanderbilt is happy to announce our newest Investment Professional, Clarence Morant. Clarence is previously from Worden Capital and holds his Series 7 and Series 63 License.  

“If there is one thing people should know about myself, it’s how important my family is to me. At Vanderbilt Financial Group, family is what you are getting. That is what both Stephen Distante (Founder) and Heidi Distante (CEO) envisioned as they built the firm. Why did I choose Vanderbilt Financial Group? Well that answer is easy. There is just a certain type of Camaraderie about this place you cant find anywhere else.”

“We’re excited to bring Clarence on-board. His values line up with our True G.R.I.T.T. mentality”. – Joe Trifiletti, President

Vanderbilt Financial Group is proud to welcome Dan Nolan! Dan grew up in Long Island and has 15+ years of experience. He has his Series 7 and 63 license and manages mostly individual, retirement, and corporate accounts. 

Dan is a high energy, hard-working, intelligent individual who will always bend over backwards to make his clients happy. After almost a decade at Morgan Wilshire, Dan decided to test the waters and move on to a bigger and better firm and joined Vanderbilt.

“I decided to join Vanderbilt because of their values of True G.R.I.T.T.  Vanderbilt Financial Group is a large, reputable firm and I wanted to grow my network with a firm that aligns with my values.”

When Dan is not hard at work, he enjoys surfing, fishing, camping, swimming, and golf. He loves spending quality time with his family and loved ones.

“Dan joined us at a time of an immense amount of growth. We are excited to have him on board!” – Joe Trifiletti, President

Vanderbilt Financial Group is proud to welcome George Assad! George is located in Methuen, Massachusetts and has 40+ years of experience.

George has his Series 1 and Series 63 license. He works 100% on brokerage accounts and his interests are in value stocks, especially smaller capitalization and science stocks with a focus on biotechnology.

“I joined Vanderbilt because of their values and their forward-thinking. Since I focus on biotechnological stocks, I knew they would be a great fit for me!”

George enjoys spending time with family, Formula1 Racing, and watching the Patriots on his down time.

“George is a great addition to our growing team! His focus in biotechnology stocks aligns with the innovation in True G.R.I.T.T. We are excited to have him!” – Joe Trifiletti, President

Vanderbilt Financial Group is proud to welcome, Michael Bora, joining us from our newest location, Chicago! 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 Bora-Cooper as a Registered Admin and the Operations/Client Relations Specialist. As the firm continues to grow, Michael’s son Lewis has also become a part of the back office team.

Michael works with both retirees and pre-retirees to help them in their desire to achieve their financial goals and dreams. As a referral-driven business, the relationships Michael has with his clients are of the utmost importance to him.

“As a firm, we are very excited to be joining Vanderbilt. We look forward to having the opportunity to work with a boutique Broker Dealer that will allow us to cultivate new relationships with the team and receive one-on-one personal service”.

When Michael is not working, he enjoys golf, racquetball, travel and spending time with his family.

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 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.

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

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.

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.

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.

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

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

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

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 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.