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A Call to Financial Professionals During Mental Health Awareness Month

May is Mental Health Awareness Month, a time to spotlight the critical connection between mental well-being and every facet of life—including finances. Financial professionals are often at the intersection where money meets emotion. Behind every balance sheet, retirement plan, or portfolio rebalance, there’s a human being navigating stress, uncertainty, and sometimes shame.

Topics: Financial Advising, Client Relationships, Financial Literacy, finance, financial stress, mental health, Advisor Tools

In a world where the finance industry often seems dominated by a select few, this Native American History Month we wanted to shed light on those that are underrepresented, the Native Americans. Native Americans have made significant contributions to finance, challenging stereotypes and advocating for economic empowerment within their communities.

Topics: finance, Inclusiveness, SDG, financial history, US History, Native Americans, Native American History Month

We are excited to welcome our additions to the Vanderbilt Team during the 3rd Quarter of 2024, Angelo Grosso, Jordan Luna, and Husnain Tirmazi. The addition of these three team members is key to the firm's vision of building the strongest teams to support our financial professionals.

Topics: woodbury broker dealer, woodbury financial services, Broker Dealer, independent broker dealer, Vanderbilt Financial Group, finance, Operations, hires

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Each quarter Vanderbilt Financial Group features an Advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork, and Trust on a consistent basis. These values impact their work with clients and VFG staff and ultimately push for excellence in their business practices that are unparalleled and incredibly unique. Beyond high-level producers, these Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.\n

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Topics: Financial Advisors, woodbury broker dealer, Financial Advising, Independent Financial Advisor, Financial advisor, Marketing, Investment Behavior, finance, Advisor Spotlight

Dear Advisors, Field Support, and VFG Team,

Topics: Financial Advisors, woodbury broker dealer, woodbury financial services, Financial Advising, Financial Technology, ESG, Vanderbilt Financial Group, finance, Compliance