SOURCE: Vanderbilt Financial Group

Vanderbilt Financial Group

May 05, 2016 14:13 ET

Vanderbilt Financial Group on a Recruiting Roll Adding Six Financial Advisors

Long Island Financial Advisors Robert Greene, Suzanne Levy Esq., David Levin, Gina Quartararo, Sandee Petry and Carol LaRocque Join Vanderbilt Financial Group as Independent Financial Advisors

WOODBURY, NY--(Marketwired - May 05, 2016) - Vanderbilt Financial Group, an Independent and Impact Broker Dealer, is excited to announce the addition of six respected and experienced Financial Advisors who have joined their ranks. Registered Representatives; Robert Greene, Suzanne Levy, David Levin, Gina Quartararo, Sandee Petry and Carol LaRocque are the most recent additions to the Vanderbilt Financial Group family.

Robert Greene completed his transition to Vanderbilt on March 18th. Robert has over 30 years of experience in the Financial Industry. Robert got his start on the floor of the American Stock Exchange before moving to the New York Stock Exchange over the course of 22 years. Robert, most recently of Aegis Capital Corporation, lives in Islip and will be located in Vanderbilt's Headquarters as a Senior Financial Advisor.

In addition to Suzanne Levy's experience as a financial advisor at such firms as Morgan Stanley and Chernoff Diamond, she is also a skilled attorney, specializing in helping high net worth clients with estate planning and wealth management. Suzanne has a special focus on advising clients on wealth transfer, business succession and philanthropic strategies which is aligned with Vanderbilt's values.

David Levin has been in the industry for almost 40 years and was most recently at Oppenheimer and Ameriprise. David creates a personalized experience for each client while ensuring that every client's portfolio is reviewed at least 4 times per year. His philanthropic efforts for both our community and environment make him a natural fit for the Vanderbilt Team. David will be joining our in-house team as a Senior Financial Advisor.

Gina Quartararo joined Vanderbilt as a Registered Representative and will be located in our Home Office. She holds Series 6, 63 and Life, Accident & Health Insurance licenses. Previously, Gina was a Personal Banker and Small Business Specialist at JP Morgan Chase and a Financial Advisor at Metlife. Gina attended American University where she earned a degree in Economics with a specialization in Environmental Science and is excited about Vanderbilt's commitment to Impact Investing. When she is not working on financial services, Gina is a New York State EMT and volunteer at the Miller Place Fire Department as well as an official for sporting events.

Sandee Petry, formerly of Transamerica Financial Advisors, is located in our new Clinton, Iowa branch office. Sandee has a bachelor's degree in business and holds series 7, 66, and Life and Health licenses as well as a CRPC (Chartered Retirement Planning Counselor) designation.

Carol LaRocque joins the Vanderbilt Family as an advisor and trainer bringing her passion for developing younger advisors for success. She brings her skill set as an entrepreneur, recruiting high-end executives in her company she founded, Great American Recruiting Company. 

Vanderbilt CEO, Steve Distante, explains, "In an industry predominately made up of men it is especially exciting to welcome 4 women out of our six new additions. We're proud of our high ratio of woman advisors and this addition only increases our numbers. Part of our most recent recruiting efforts have been focused on Millennial advisors. It is particularly special to share our passion for Impact Investing at our environmentally friendly headquarters with this new group of advisors after just celebrating Earth Week." Compliance Specialist, Darlene Spinek, facilitated their seamless transitions and Chief Operating Officer, Joseph Trifiletti, along with Director of Sales, Mike Ward, are enthusiastic about the value these six new representatives will add to Vanderbilt Financial Group.

About Vanderbilt Financial Group: Founded in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is an Independent Broker Dealer known as the Sustainable Broker Dealer committed to investing with purpose. The firm offers Impact Investments in socially and/or environmentally responsible, ethical, and impactful opportunities. In 2014 the firm was recognized with the MAP Vital Factors Solutions® Presidential Award for achieving excellence through implementing the MAP Management System™ and in 2015 became the first LEED Platinum office building on Long Island. Vanderbilt's refreshing, unique, and innovative culture is a driving force to constantly strive to positively impact their community. To learn more, check out http://joinvanderbilt.com/.

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