The Support Team’s focus is on execution, efficiency, and high-quality service. Following the lead of the advisors, they run the day-to-day operations, helping to coordinate all the moving parts, so that everything ends up exactly where it is intended. No task is too big or too small and they pride themselves on follow-up and timeliness. They are here to ensure that client needs and strategies are implemented as seamlessly as possible, with great care.
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3 Dimensional Wealth Advisory 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.
Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review.
Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade
Insurance Services offered through Vanderbilt Insurance and other agencies
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please visit www.vanderbiltfg.com/disclosures