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Vanderbilt Financial Group Recognized As A 2026 Best Place to Work on Long Island by LIBN

Posted by Jerry McNulty on 9/23/26, 2:55 PM

September 23, 2026

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Topics: Broker Dealer, independent broker dealer, Vanderbilt Financial Group, LIBN Events, Company Culture, Long Island, Award Winning RIA, RIA, Award Winning Firm, Award Winning Broker-Dealer

Vanderbilt Grows - Welcome James D. CPA, MBA, PFS

Posted by Jerry McNulty on 9/10/26, 9:43 AM

 

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

 
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Topics: Financial Advisors, Independent Financial Advisor, Financial advisor, independent broker dealer, Vanderbilt Financial Group, Advisor Spotlight

VFG Spotlight on Matt Holibaugh, Council Member & Financial Advisor!

Posted by Jerry McNulty on 6/30/25, 3:24 PM

Each quarter Vanderbilt Financial Group features a financial professional 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 which are unparalleled and incredibly unique. These Financial Professionals offer sage advice and best practices for boosting your business on your terms according to your values.

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Topics: woodbury broker dealer, Financial Advising, Vanderbilt Financial Group, Blogging, Advisor Tools, Advisor Spotlight

Financial Capability Month: Empowering Clients with Smart Money Moves

Posted by Jerry McNulty on 4/28/25, 2:22 PM

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.

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Topics: Financial Advisors, Financial Advising, Independent Financial Advisor, Business Building, Client Relationships, Financial advisor, Long Term Planning, Vanderbilt Financial Group, Financial Literacy, College Debt, Investment, Investment Behavior, Financial Fraud, Managing Debt, saving, saving money, financial stress, mental health, Advisor Tools, Client Tips

Top 3 Challenges Financial Advisors Face—and How VFG Has Their Backs

Posted by Jerry McNulty on 2/19/25, 12:39 PM

Being a financial advisor is no walk in the park. Between managing client expectations, keeping the communication flowing, and tackling industry complexities, the role can feel like juggling flaming swords while riding a unicycle. But don’t worry—Vanderbilt Financial Group (VFG) is here to help you trade the stress for success. Let’s dive into the top three challenges financial advisors face and how VFG steps in to make things easier.

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Topics: Financial Advisors, Financial Advising, Broker Dealer, Financial Technology, Vanderbilt Financial Group

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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, Charles Schwab

 

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

 

For additional information on services, disclosures, fees, and conflicts of interest, please visit 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. 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.