Advisor Community - joinvanderbilt.com

Patricia R.

President and Senior Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Patricia! With 34 years of experience in the financial industry, she specializes in helping successful women, families, and business owners create personalized financial strategies tailored to their unique goals. She is particularly passionate about assisting the unplanned single—those who find themselves navigating financial independence due to divorce or the loss of a spouse—ensuring they have the confidence and tools to thrive financially.

Winston W.

Managing Director

Virtus Wealth Inc.

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional, Winston, CFP®! Winston is dedicated to helping clients achieve their overall financial goals, including wealth accumulation, growth, and protection. He earned his MBA from the Wharton School, where he majored in finance. As a Certified Financial Planner™, Winston has demonstrated his expertise by meeting rigorous standards in education, training, and ethics.

THOMAS K. - THE LEADERS GROUP, INC. - 1/2/25 MARK M. - GROVE POINT ADVISORS, LLC - 1/2/25 JUSTIN M. - MML INVESTORS SERVICES, LLC - 1/7/25 ROBERT E. - MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED - 1/10/25 NICOLE L. - N/A - 1/13/25 JEFFREY T. - OSAIC WEALTH, INC. - 1/16/25 WILLIAM P. - MOLONEY SECURITIES CO., INC. - 1/17/25 ABEL V. - TRANSAMERICA FINANCIAL ADVISORS, INC. - 1/24/25 ARIANNE R. - ALLIANCE-ONE INVESTMENTS, LLC - 2/3/25 STEPHEN S. - LPL FINANCIAL LLC - 2/5/25 MEGAN P. - LONE PEAK ADVISERS - 2/21/25 STEWART A. - OSAIC WEALTH, INC. - 2/25/25 SAMUELG. - OSAIC WEALTH, INC. - 2/25/25 MICHAEL L. - OSAIC WEALTH, INC. - 2/25/25 MICHAEL S. - OSAIC WEALTH, INC. - 2/25/25 PAUL S. - OSAIC WEALTH, INC. - 2/25/25 ARTHUR F. - IC ADVISORY SERVICES, INC. .......

Linda J.

Registered Representative

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Linda! With 43 years of experience, Linda has earned my reputation as a trusted financial advisor by maintaining a high level of personal and professional integrity. She focuses on addressing critical investment issues everyone faces today by crafting portfolios specifically to match risk tolerance, time horizons, and product understanding. Linda looks forward to helping people align their self into the exemplary model they perceive.

Duane J.

Sr. Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Duane!. Duane has 24 years of wealth management experience, serving individuals and institutions. Duane holds both the Chartered Financial Consultant® and Chartered Life Underwriter® designations as well as degrees in Math and Economics.

Matthew H., CFP®

Founding Partner & Independent Financial Advisor

Infinite Investment Strategies

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Matthew, CFP®! Matthew is a Certified Financial Planner™, Founding Partner, and Independent Financial Advisor at Infinite Investment Strategies. With over 17 years of expertise in wealth and asset management, Matthew provides a wide array of services, including wealth management, income strategies, protection strategies, investment planning, retirement solutions, and tax-minimization strategies. His comprehensive approach to investment management and financial planning ensures that clients receive personalized advice designed to optimize their financial health throughout all stages of life.

Valerie M.

CEO & Founder

Red-Horse Financial Group, Inc.

Vanderbilt is happy to announce one of the newest additions to our growing firm, financial professional Valerie! Valerie has over 25 years of in-depth experience as a securities principal and is the CEO and founder of Red-Horse Financial Group, Inc. In her career, she has served as a financial advisor, asset manager, and investment banker having raised, structured, and managed over $4 billion in capital.

Greg D.

Sr. Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Wealth Manager, Greg! Greg is a financial professional with 24 years of experience in the banking, securities and financial planning industries. Over that time, he worked with corporations, business owners, executives and high net worth clients who recognize the importance of comprehensive wealth management.

Eric B.

Financial Professional

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Eric! Eric is the President of Endeavor Financial Group and has been a financial professional for 33 years. The practice also has another fully licensed advisor, Mike Gonzales, who works out of Las Vegas. Eric's practice focuses on individual investors as well as small businesses. He feels, in a lot of cases, that income is more important than assets in retirement and that for some taxes will be their highest expense. He looks to provide his clients with options for all tools available to them in order to increase their annual income and/or reduce their market risk.

Ken A.

Financial Advisor

Retirement Optimization Group

Vanderbilt is happy to welcome one of our newest Financial Professionals, Ken of Retirement Optimization Group, and his team. Ken is a dedicated financial services professional, with over 29 years of experience, committed to the success of each and every one of his clients. He attended SUNY Brockport and obtained his Bachelor's Degree in Finance. He became interested in financial services starting with the 1987 Crash, after which he developed a passion for helping people avoid the pain & financial loss that event caused.

Chris F

Founder & Independent Practitioner

Fortress Wealth Solutions

Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Chris! Chris serves as the Founder & Independent Practitioner of Fortress Wealth Solutions and has been in the financial services industry for 22 years. He specializes in delivering holistic and customized solutions to high-net-worth individuals and families.

Richard D.

Sr. Wealth Manager

Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Wealth Manager, Richard! Richard has 28 years in the financial services industry. He started out in the financial services industry back in 1996, working mostly within the Energy Complex

CARY U. - UNITED PLANNERS FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER - 1/2/24 KIMBERLY M. - LONE PEAK ADVISERS - 2/2/24 JEFFREY W. - CROWN CAPITAL SECURITIES, L.P. - 2/9/24 DENEESHA E. - TRANSAMERICA FINANCIAL ADVISORS, INC. - 3/13/24 MICHAEL C. - RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC - 3/18/24 MICHAEL A. - JANNEY MONTGOMERY SCOTT LLC - 3/26/24 STEPHEN W. - KINGSWOOD CAPITAL PARTNERS, LLC - 4/15/24 JANET D. - CETERA INVESTMENT ADVISERS LLC - 4/23/24 LES M. - FIRST HEARTLAND CAPITAL, INC. - 6/13/24 LYNN C. - TRIAD ADVISORS LLC - 6/26/24 SIMONE G. - TRIAD ADVISORS LLC - 6/26/24 BRETT H. - IFP SECURITIES, LLC - 6/28/24 TYLER L. - N/A - 7/29/24 JUSTIN C. - CADARET GRANT & CO INC - 8/2/24 ROBERT S. - CADARET GRANT & CO INC - 8/2/24 MICHAEL G. - AMERIPRISE FINANCIAL SERVICES, LLC - 8/13/24 JAMES A. - N/A - 8/15/24 JACK K. - MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED - 8/27/24 ERIC S. - GROVE POINT ADVISORS, LLC - 9/18/24 JACK N. - WESTERN INTERNATIONAL SECURITIES, INC. - 9/30/24 GINO C. - WESTERN INTERNATIONAL SECURITIES, INC. - 10/4/24 JOHN S. - MORGAN WILSHIRE SECURITIES, INC. - 10/17/24 KAREN V. - J. W. COLE ADVISORS, INC. - 10/17/24 ROBERT J. - UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER - 11/13/24 MARC M. - EDWARD JONES - 11/14/24 ANTHONY D. - N/A - 11/15/24 PAMELA F. - OSAIC WEALTH, INC. - 12/16/24 HEATHER G. - IC ADVISORY SERVICES, INC. - 12/19/24

Tammy S.

President

Trilogy Financial Service Co.

Vanderbilt is happy to welcome one of our newest Financial Professionals, Tammy. Tammy is the President of Trilogy Financial Service Co. and has been in the financial services industry for 26 years. She started in the business as an assistant to her mother, being brought up in the financial services industry. She values the relationships she has with her clients, some of which go back thirty years.

Eric G., CFP®

Financial Advisor

Vanderbilt is happy to welcome one of our newest Financial Professionals, Eric, CFP®. Eric is a Certified Financial Planner™ and has been in the financial services industry for over 11 years. He helps Accounting Professionals and Retirees work toward financial independence by preparing and managing financial plans aimed at building efficient investment portfolios using the WBC process.

Peter H., CFP®

Registered Investment Advisor

Vanderbilt is happy to welcome one of our newest Financial Professionals, Peter. Peter has 40 years of experience in financial services. He specializes in investments, business strategies, financial planning, and working with high-networth clients, using his knowledge and skills to help his clients with all aspects of their financial planning and creating long-lasting relationships with each and every one of them. Elan has 20 years of experience in financial services and is the CEO and founder of Impact Leadership Network, Inc. He is a licensed financial advisor, speaker, and mentor. He has been teaching individuals, families, and business owners about how money works.