--- title: Join Vanderbilt | Financial advisor description: Financial advisor | --- [![Logo-nav-for-web](https://blog.joinvanderbilt.com/hs-fs/hubfs/Images/Logo-nav-for-web.jpg?width=150&name=Logo-nav-for-web.jpg)](http://joinvanderbilt.com/) - [Home](http://joinvanderbilt.com/) - [About Us](http://joinvanderbilt.com/letter-from-our-ceo/) - [Welcome from our CEO](http://joinvanderbilt.com/letter-from-our-ceo/) - [Unique Culture](http://joinvanderbilt.com/unique-culture/) - [Meet Our Team](http://joinvanderbilt.com/meet-our-team/) - [Sustainable Wealth Management Firm](http://joinvanderbilt.com/sustainable-broker-dealer/) - [Our Services](http://joinvanderbilt.com/impact-investments/) - [Impact Investing](https://joinvanderbilt.com/impact-investments/) - [Investments Services](http://joinvanderbilt.com/investment/) - [Insurance](http://joinvanderbilt.com/insurance-services/) - [Advisory Services](http://joinvanderbilt.com/advisory-services-2/) - [Technology Platform](http://joinvanderbilt.com/tech-suite/) - [Join Us](http://joinvanderbilt.com/why-vanderbilt-independent-broker-dealer/) - [Why Vanderbilt](http://joinvanderbilt.com/why-vanderbilt-independent-broker-dealer/) - [Transition Process](http://joinvanderbilt.com/transition/) - [Timeline](http://joinvanderbilt.com/in-the-news/) - [Resources](https://blog.joinvanderbilt.com) - [Blog](https://blog.joinvanderbilt.com) - [Videos](http://joinvanderbilt.com/videos/) - [In The Press](https://joinvanderbilt.com/in-the-press/) - [Contact Us](https://joinvanderbilt.com/contact-us/) # Join Vanderbilt Blog ## [Vanderbilt Grows - Welcome James D. CPA, MBA, PFS](https://blog.joinvanderbilt.com/vanderbilt-grows-welcome-james-d.-cpa-mba-pfs) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 9/10/26, 9:43 AM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/J%20deminno-1.png)](https://blog.joinvanderbilt.com/vanderbilt-grows-welcome-james-d.-cpa-mba-pfs) |   Vanderbilt is happy to announce one of the newest additions to our firm, Registered Representative, James D. CPA, MBA, PFS, President & Founder of The DeMinno CPA Firm, PC Wealth Management. James is joining us from New York.   Jim has over four decades of experience in tax and accounting services, and more than 25 years of experience in wealth management and financial services. Jim formed his practice, after working for many years in the tax department of Price Waterhouse Coopers, because he wanted to provide a comprehensive resource for clients’ financial, accounting, and tax needs. With a passion for the challenge in his role, Jim enjoys serving as a trusted guide for his clients, helping them coordinate their financial needs and understand their opportunities. While he provides a vast array of services, Jim specializes in IRS representation, tax planning, and wealth management. Jim is deeply committed to protecting his clients from the serious consequences of unresolved tax matters. Jim’s diverse educational background adds depth to his strong tax, accounting, and wealth management knowledge. A Registered Representative now with VFG, Jim holds securities registrations, as well as Life and Health insurance licenses. He is a Certified Public Accountant (CPA), Certified Tax Resolution Specialist (CTRS), Personal Financial Specialist (PFS) and a Certified Management Accountant (CMA). He received his Bachelor of Science in accounting from Manhattan University, his Master of Business Administration in taxation from Iona University, and his Post Master’s Certificate in Finance from Iona University.   "Jim embodies everything our GRITT culture stands for. We're thrilled to welcome him and look forward to the impact he'll make for his clients and our firm." — Heidi Distante, CEO   | | --- | [Read More](https://blog.joinvanderbilt.com/vanderbilt-grows-welcome-james-d.-cpa-mba-pfs) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/vanderbilt-grows-welcome-james-d.-cpa-mba-pfs#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor), [Financial advisor](https://blog.joinvanderbilt.com/topic/financial-advisor), [independent broker dealer](https://blog.joinvanderbilt.com/topic/independent-broker-dealer), [Vanderbilt Financial Group](https://blog.joinvanderbilt.com/topic/vanderbilt-financial-group), [Advisor Spotlight](https://blog.joinvanderbilt.com/topic/advisor-spotlight) ## [10 Referral Sources Financial Advisors Overlook (And How to Approach Them)](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 7/31/25, 3:33 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/refer%20blog.png)](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook) Most financial professionals know the value of building relationships with CPAs, estate attorneys, and mortgage brokers. But if you're only focusing on these traditional channels, you're likely missing out on warm, high-trust referrals from professionals and influencers in your community who are interacting with your ideal clients every day. [Read More](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/10-referral-sources-financial-advisors-overlook#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [DOL Fiduciary Rule](https://blog.joinvanderbilt.com/topic/dol-fiduciary-rule), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor), [Client Relationships](https://blog.joinvanderbilt.com/topic/client-relationships), [Financial advisor](https://blog.joinvanderbilt.com/topic/financial-advisor), [independent broker dealer](https://blog.joinvanderbilt.com/topic/independent-broker-dealer), [Marketing](https://blog.joinvanderbilt.com/topic/marketing), [Advisor Tools](https://blog.joinvanderbilt.com/topic/advisor-tools) ## [Financial Capability Month: Empowering Clients with Smart Money Moves](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 4/28/25, 2:22 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/fcm25.png)](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves) April is Financial Capability Month — a perfect opportunity for financial professionals to help their clients strengthen their financial foundations. As financial professionals and advocates, it's crucial that you not only manage portfolios but also guide your clients toward smarter everyday financial decisions. [Read More](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/financial-capability-month-empowering-clients-with-smart-money-moves#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor), [Business Building](https://blog.joinvanderbilt.com/topic/business-building), [Client Relationships](https://blog.joinvanderbilt.com/topic/client-relationships), [Financial advisor](https://blog.joinvanderbilt.com/topic/financial-advisor), [Long Term Planning](https://blog.joinvanderbilt.com/topic/long-term-planning), [Vanderbilt Financial Group](https://blog.joinvanderbilt.com/topic/vanderbilt-financial-group), [Financial Literacy](https://blog.joinvanderbilt.com/topic/financial-literacy), [College Debt](https://blog.joinvanderbilt.com/topic/college-debt), [Investment](https://blog.joinvanderbilt.com/topic/investment), [Investment Behavior](https://blog.joinvanderbilt.com/topic/investment-behavior), [Financial Fraud](https://blog.joinvanderbilt.com/topic/financial-fraud), [Managing Debt](https://blog.joinvanderbilt.com/topic/managing-debt), [saving](https://blog.joinvanderbilt.com/topic/saving), [saving money](https://blog.joinvanderbilt.com/topic/saving-money), [financial stress](https://blog.joinvanderbilt.com/topic/financial-stress), [mental health](https://blog.joinvanderbilt.com/topic/mental-health), [Advisor Tools](https://blog.joinvanderbilt.com/topic/advisor-tools), [Client Tips](https://blog.joinvanderbilt.com/topic/client-tips) ## [Vanderbilt Advisor Spotlight - Ken Hewitt](https://blog.joinvanderbilt.com/vanderbilt-advisor-spotlight-ken-hewitt) Posted by [Jerry McNulty](https://blog.joinvanderbilt.com/author/jerry-mcnulty) on 9/30/24, 3:04 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/HeaderKhewitt-1.png)](https://blog.joinvanderbilt.com/vanderbilt-advisor-spotlight-ken-hewitt) {% module\_block module "widget\_a7cc0404-0ae5-49a6-9eca-2c26fd3b0b8e" %}{% module\_attribute "child\_css" is\_json="true" %}{}{% end\_module\_attribute %}{% module\_attribute "css" is\_json="true" %}{}{% end\_module\_attribute %}{% module\_attribute "definition\_id" is\_json="true" %}null{% end\_module\_attribute %}{% module\_attribute "field\_types" is\_json="true" %}{"default\_text":"group","slides":"group","slideshow\_settings":"group","styles":"group"}{% end\_module\_attribute %}{% module\_attribute "label" is\_json="true" %}null{% end\_module\_attribute %}{% module\_attribute "module\_id" is\_json="true" %}98459521332{% end\_module\_attribute %}{% module\_attribute "path" is\_json="true" %}"@hubspot/image\_slider\_gallery"{% end\_module\_attribute %}{% module\_attribute "schema\_version" is\_json="true" %}2{% end\_module\_attribute %}{% module\_attribute "slides" is\_json="true" %}{% raw %}\[{"caption":" *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 \\n   \\n \\n \\n [Read More](https://blog.joinvanderbilt.com/vanderbilt-advisor-spotlight-ken-hewitt) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/vanderbilt-advisor-spotlight-ken-hewitt#comments-listing) Topics: [Financial Advisors](https://blog.joinvanderbilt.com/topic/financial-advisors), [woodbury broker dealer](https://blog.joinvanderbilt.com/topic/woodbury-broker-dealer), [Financial Advising](https://blog.joinvanderbilt.com/topic/financial-advising), [Independent Financial Advisor](https://blog.joinvanderbilt.com/topic/independent-financial-advisor), [Financial advisor](https://blog.joinvanderbilt.com/topic/financial-advisor), [Marketing](https://blog.joinvanderbilt.com/topic/marketing), [Investment Behavior](https://blog.joinvanderbilt.com/topic/investment-behavior), [finance](https://blog.joinvanderbilt.com/topic/finance), [Advisor Spotlight](https://blog.joinvanderbilt.com/topic/advisor-spotlight) ## [Debt Consolidation: Helping Clients Manage Debt](https://blog.joinvanderbilt.com/helping-clients-manage-debt) Posted by [Joe Trifiletti](https://blog.joinvanderbilt.com/author/joe-trifiletti) on 12/13/19, 1:22 PM - [Tweet](https://twitter.com/share) [![](https://blog.joinvanderbilt.com/hubfs/Debt%20Consolidation.png)](https://blog.joinvanderbilt.com/helping-clients-manage-debt)   **Summary:** - **In dealing with debt, you should get familiar with these 3 key factors when considering Debt Consolidation, 3 common Debt Consolidation tools, and their pros/cons.** - **Your goal as an Financial Advisor is making sure clients don’t make the same mistake twice that damages their financial health.** More so than ever, Financial Advisors have become holistic practitioners looking at the complete financial wellness of their clients. Long gone are the days of transaction-based FAs handling 401ks and investments for retirement – Financial Advisors have become embedded in the personal lives of their clients, offering advice on a myriad of financial (and sometimes non-financial) needs. [Read More](https://blog.joinvanderbilt.com/helping-clients-manage-debt) 0 Comments [Click here to read/write comments](https://blog.joinvanderbilt.com/helping-clients-manage-debt#comments-listing) Topics: [Financial advisor](https://blog.joinvanderbilt.com/topic/financial-advisor) [All posts](https://blog.joinvanderbilt.com/all) [Next](https://blog.joinvanderbilt.com/topic/financial-advisor/page/2) ### Subscribe to Email Updates ### Recent Posts Copyright 2015 - All Rights Reserved - Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: [631.845.5100](tel:6318455100) 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, Charles Schwab   Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • [631-845-5100](tel:6318455100)   For additional information on services, disclosures, fees, and conflicts of interest, please visit [www.vanderbiltfg.com/disclosures](http://www.vanderbiltfg.com/disclosures)   VFG uses MSCI, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at [MSCI.com](http://msci.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)](https://www.caprivacy.org/) suggests the following link as an extra measure to safeguard your data: [Do not sell my personal information](https://www.joinvanderbilt.com/do-not-sell-personal-info). - [Facebook](https://www.facebook.com/pages/Vanderbilt-Financial-Group/162109927178504) - [Twitter](https://twitter.com/VanderbiltFG) - [Instagram](https://www.linkedin.com/company/vanderbilt-financial-group)