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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

Welcome Angelo, Jordan & Husnain

Posted by Jerry McNulty on 11/6/24, 1:56 PM

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.

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

Vanderbilt Advisor Spotlight - Ken Hewitt

Posted by Jerry McNulty on 9/30/24, 3:04 PM
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Topics: Financial Advisors, woodbury broker dealer, Financial Advising, Independent Financial Advisor, Financial advisor, Marketing, Investment Behavior, finance, Advisor Spotlight

2023 VFG Year In Review

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

Dear Advisors, Field Support, and VFG Team,
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Topics: Financial Advisors, woodbury broker dealer, woodbury financial services, Financial Advising, Financial Technology, ESG, Vanderbilt Financial Group, finance, Compliance

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Copyright 2015 - All Rights Reserved - Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100

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.