(WOODBURY, NY) Vanderbilt Financial Group (“Vanderbilt”) is pleased to announce the addition of Walter Richardson (“Richardson”) to the ranks as a financial advisor.
Richardson, who has more than 18 years of experience in the business, joined from Capital Markets IQ (CMIQ). Prior to this, he worked at Wells Fargo, Epic Insurance, Morgan Stanley, and Prudential Financial.
Said Richardson, “Vanderbilt looked like a great fit and the company is growing. When companies are doing things the right way, you get a good feeling about it.”
Vanderbilt’s status as the industry’s only sustainable broker-dealer was a key reason for the move. Impact investing was something that Richardson had wanted to do for quite some time, and he sought a firm with robust resources. Richardson cited Vanderbilt’s marketing department, equipped with a dedicated videographer and graphics designer, to be a key advantage.
Vanderbilt regularly conducts training sessions on impact investing topics such as the cannabis industry. These sessions are available in audio/visual format live, and after the event, in the case that an advisor were to miss the seminar. This goes a long way for advisors who need the knowledge but can’t dedicate time to researching every corner of the market.
At Vanderbilt, Richardson intends to focus on working with clients on alternative investment and long- term care solutions. He feels that given imminent changes in the Medicare marketplace, his expertise will be highly demanded.
Financial advisors interested in joining Vanderbilt should email firstname.lastname@example.org
About Vanderbilt Financial Group: Founded over 50 years ago in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is known as the Sustainable Broker-Dealer and RIA committed to investing with purpose. Vanderbilt is a full-service Broker-Dealer and Advisory firm with a focus on Impact Investing through its initiative ImpactU.me.