Vanderbilt is pleased to announce its new finance professional, Walter McKinney, joining us from Bridgeton, MO!
NEW YORK, UNITED STATES OF AMERICA, March 8, 2022 /EINPresswire.com/ — Vanderbilt is pleased to announce its newest finance professional, Walter McKinney. Walter joins us from Bridgeton, MO.
Walter has 20 years of experience and was previously with AG Edwards & Sons Inc, which was acquired by Wells Fargo. He has his Series 7 and 63 licenses. He is President and CEO of McKinney Group Wealth. Walter was also previously in the Marines.
He specializes in business cash accounts, college planning, business needs analysis, business retirement plans, personal financial analysis, insurance, annuities, retirement planning. business succession, estate planning and wealth transfer strategies. Walter provides the full range of investment services and strategy. Walter’s business focuses on the African American community; 80% to be exact. He wants to have a financial impact in the African-American community.
“I joined Vanderbilt because of their values on reducing inequality. I want to have a financial impact in the African American community and I believe Vanderbilt can help me in my desire to achieve my goals. I am thrilled to be part of the team.
In his spare time, Walter enjoys fishing and golfing.
“Walter will fit perfectly into our practice. He shares the values of True GRITT and helps the underserved. We are thrilled to have him.” -Joe Trifiletti, President
About Vanderbilt Financial Group:
Vanderbilt Financial Group is an investment firm that is disrupting traditional finance by focusing on socially and environmentally responsible, ethical and impactful investing. Vanderbilt is known as “The Sustainable Broker-Dealer” and RIA for their commitment to providing financial advisors and their clients with access to values-aligned investments. Based in a LEED-certified Platinum building, Vanderbilt’s commitment to changing the world begins at home, in our offices and within our culture. Under the leadership of President and Founder, Stephen Distante, Vanderbilt’s culture has won numerous awards and was recently named “Best Workplaces on Long Island” for the fourth consecutive year, in 2021.
Vanderbilt Financial Group is the trading name of Vanderbilt Securities, LLC and its subsidiaries.
Securities are offered by Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Clearing Agent: Fidelity Clearing & Custody Solutions
Advisory services offered through Vanderbilt Advisory Services and Consolidated Portfolio Review.
Clearing Agents: Fidelity Clearing & Custody Solutions, Charles Schwab and TD Ameritrade
Supervisory Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For more information about Services, Disclosures, Fees, and Conflicts of Interest, please visit www.vanderbiltfg.com/disclosure
Vanderbilt Financial Group
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