Experienced CERTIFIED FINANCIAL PLANNER™ professional focused on socially responsible investing with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management excluding fossil fuel exposure. Financial Planning, Securities, Asset Management, and Retirement ...more

Experienced CERTIFIED FINANCIAL PLANNER™ professional focused on socially responsible investing with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management excluding fossil fuel exposure. Financial Planning, Securities, Asset Management, and Retirement Planning. Strong finance professional with a Diploma focused in Viola performance from New England Conservatory of Music. Greenvest is not a registered broker-dealer nor a registered investment advisor. Greenvest and Vanderbilt Financial Group are separate and unaffiliated entities. 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. Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures. Supervising Office: 55 Main Street, Suite 415 Newmarket, NH 03857 603-659-7626. Third party posts found on this profile do not reflect the views of Vanderbilt Financial Group and have not been reviewed by Vanderbilt Financial Group as to accuracy or completeness.less