Financial West Team with $250 AUM Joins Vanderbilt Financial
A team of 10 advisors with more than $250 million in assets under management and formerly affiliated with Financial West Group has joined Vanderbilt Financial Group, an independent broker-dealer and advisory firm with a focus on socially responsible impact investing.
The team led by Hunter Brownlie of New Hampshire, a financial advisor with more than 25 years of experience, and includes Todd Walker of Vermont; Rob Libon, David Schrieber, Donna Clifford, and Terry Timmerman of Massachusetts; C. Sue Guynn of California; Mike Smith of New Hampshire; Stuart Valentine of Iowa; and Jina Penn-Tracy of Minnesota.
Walker, Libon, and Schreiber operate as Greenvest which offers consulting on socially responsible investing.
Clifford operates as Rainbow Investment Solutions, and she and Timmerman provide financial services for individuals, families and non-profits with experience in the LGBTQ community.
Valentine and Penn-Tracy are a socially responsible investment team operating as Centered Wealth.
“We’re so grateful that Hunter’s team chose Vanderbilt; our passions for being impactful with the money our clients invest are perfectly aligned. I am humbled that a team of veteran impact-focused advisors found us, did their due diligence and believe in our mission to be the most impactful BD and RIA in our industry,” says Vanderbilt CEO and chief disruption officer, Steve Distante,
Vanderbilt Financial was founded in 1965 and is located in Woodbury, New York.
