Vanderbilt Insights

VFG Grows with Three New Operations Specialists

We are happy to announce we have added three additional operational support personnel to our ranks, two of whom will be based in California helping to extend our hours to service reps in all time zones.

Lisa Miller, has 22 years of experience in the industry working as a Sales Assistant and Senior Operations Associate. Most recently, Lisa was affiliated with Northeast Securities. Lisa will be working alongside our back office staff in our Woodbury home office.

Stan Dungca has 4 years of experience in operational support from Financial West Group. He specializes in cashiering and transferring accounts. Stan will be working remotely from Moorpark, California.

Amber Gillet is a new consultant helping Vanderbilt Advisors through their transition phase. Most recently, Amber held the position of Transition Specialist at First Allied Securities. She has over 15 years of experience in various Operations roles, with 10 of those years especially focused on transitions. A native Californian, Amber will operate remotely from San Diego.

Please join us in welcoming Lisa, Stan, and Amber!

Announcements

Vanderbilt Grows: Welcome Ken Hewitt

Vanderbilt is happy to announce our newest Financial Professional, Ken P. Hewitt, of Hewitt Planning Services! Ken is joining us from El Paso, TX. Ken

How To Surpass Customers’ Expectations: Building Solid Client Relationships

Council Post: How To Surpass Customers’ Expectations: Building Solid Client Relationships Here are a few of the best practices I keep at my company that

Supporting Clients Through Inflation Anxiety

Written by editor@etftrends.com (ETF Trends) Something that’s likely on your clients’ minds this year: inflation. With the annual reading for 2022 rounding out at 6.5%1,

How Secure 2.0 Is Shaping Advice to Clients: Advisors’ Advice

https://hubs.la/Q01zBLGn0 By Dinah Wisenberg Brin The landmark Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022 signed into law in December brings wide-reaching changes that could

Life Insurance’s ‘New Normal’ Is a Major Opportunity for Modern Financial Advisors

By Michael Konialian As financial advisors sort through the aftermath of the pandemic, they will find that life insurance has been completely transformed. At the

Next-Gen Is Ready to Give Generously

Will you still be advising them? Randy A. Fox | Jan 20, 2023 An estimated $84 trillion in wealth is expected to be transferred between the generations over

Navigate

Check the backgrounds of any investment professional

Connect

About

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.

Join Vanderbilt

Important Disclosures
Privacy Policy
MSRB Rule G-10 Notifications

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. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions and Charles Schwab. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit Important Disclosures | Privacy Policy | SEC Rule 606 | Public BCP

VFG uses Ethos ESG Research, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at www.ethosesg.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities. Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.