MEET OUR TEAM

Our professionals include an experienced Leadership Team, Back-office Support Staff and Product Specialists.
To find out more about our experienced team of professionals, see our company LinkedIn profile HERE.

Back Office Support

Our experienced and hardworking team of professionals provide customized back office support for each advisor including assistance with day-to-day business processing, sales, and operational support. Our team aids in speeding up processes that can be tedious, long, and bureaucratic at larger firms so that you can focus on what’s really important – growing your business.

 

 

Consultative Compliance

Utilizing Docupace’s straight through processing system to submit business makes compliance approval and turnaround an extremely quick and easy process. Our consultative compliance team ensures that each piece of business is handled with an individualized approach that meets the client’s needs and goals.

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. Headquartered in a LEED-certified Platinum building, our commitment to changing the world begins at home in our office and within our culture. We are a unified team driven by shared values of gratitude, respect, innovation, teamwork, and trustworthiness which we constantly apply to our clients, our community, and our environment.

Copyright 2015 – All Rights Reserved – Vanderbilt Financial Group
125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates
Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB
Advisory Services offered through Vanderbilt Advisory Services, LLC
Insurance Services offered through Vanderbilt Insurance and other agencies
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