Vanderbilt Insights

Vanderbilt Welcomes Gregory Mistovich

Gregory Mistovich joins Vanderbilt as a Senior Portfolio Manager with 40 years of experience in the industry as a Registered Representative and Investment Advisor Representative. Greg has completed the Certified Investments Management Consultant Program, the Certified Retirement Consultant Program from Texas Tech University, the Branch Management Program, and the Registered Investment Advisory Program from Wachovia.

Gregory will be located in our new Hudson, Massachusetts OSJ.

Please join us in welcoming Gregory!

Custom Retirement Plans

We work with you to design custom retirement plans, including 401(k) plans, profit-sharing plans, and defined benefit plans that provide tax advantages while helping you

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Trust and Estate Planning

Protecting your legacy is paramount. Our trust and estate planning services ensure that your wealth is preserved and transferred according to your wishes, minimizing tax

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