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2023 VFG Year In Review

Posted by Jerry McNulty on 2/29/24 3:48 PM

Dear Advisors, Field Support, and VFG Team,

Happy Leap Year! Looking back to 2023, Vanderbilt has many reasons to be grateful. U.S. Stock Markets rose with the biggest rally in the US Market Index since 2019. Vanderbilt Financial Group received a variety of awards, being recognized by Investment News as a Top Independent Broker-Dealer, Inclusive Workplace 2023-2024 by Best Companies and COLOR Magazine, A Top Broker-Dealer by Financial Services Review, as a Best Place to Work by Long Island Business News for 2023 and as Diversity Equity Inclusion Workplace & Most Women Friendly Employer by Diversity for Social Impact

Some of our proud accomplishments are as follows:

Comprehensive Support: Vanderbilt is committed to providing its advisors with the service they need to thrive in any market condition. This includes ongoing training, education, marketing and branding assistance, compliance support, The Advisor Assistance Program, and direct access to back-office services. By offering comprehensive services, Vanderbilt ensures that our advisors have the necessary resources and guidance to achieve new levels of success. In addition, we expanded our Operations Department service hours from 9 am to midnight. 


ESG Investing: In 2023, we shifted away from MSCI research and now offer Ethos research for those advisors focused on the ESG space. This focus on sustainability has attracted a growing number of clients who want to invest in companies and projects that promote social and environmental responsibility.

Strong Leadership: Vanderbilt's success can be attributed to our leadership. The leadership team fosters our culture of GRITT – Gratitude, Respect, Innovation, Trustworthiness, and Teamwork, and encourages collaboration, and continuous improvement, which inspires advisors to excel and achieve new levels of success.

We have also expanded our Leadership Team by welcoming a new Chief Compliance Officer, Michelle Thomas, while Steve Howe will be taking on the new role of Director of Business Development.


Michelle Thomas

Chief Compliance Officer


Steve Howe

Director of Business Development

A Year of Growth & Commitment: We stay committed to providing our advisors with the best tools, comprehensive support, and service. We have brought in over $1 billion of new assets in 2023 and opened 29 new offices across the nation.

Furthermore, Vanderbilt's values of G.R.I.T.T. align with our commitment to diversity, equality, experiences, and inclusion. By embracing advances in these areas, we ensure that we are creating a supportive and inclusive environment for both our employees and advisors.

We are proud of the changes and accomplishments that reinforce Vanderbilt's position as a leading financial services provider, capable of delivering a comprehensive range of solutions to your clients now and in the future.

We want to take this opportunity to thank each and every one of you that is a valued part of the Vanderbilt family.

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

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