Vanderbilt Insights

Welcome Megan Plapp to the Management Team

We’re happy to announce that our Controller, Megan Plapp has been added to the Management Team. Megan joined the Vanderbilt Family in January of 2017 and quickly became an integral team member and cultural match. Megan’s background in Accounting, Finance and Business Communications, couples with her experience as a Controller and Accounting Coordinator makes her perfectly positioned to manage budgets and project goals for the future as Vanderbilt continues to grow.

Learn more about Megan & The Management Team here.

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

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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.