Our Culture
Professionalism: We are investment experts with decades of experience in the financial markets. We are committed to the enhancement of our knowledge and skills through ongoing training and education. We highly value collaboration and have a wide network of experienced financial professionals and businesses with whom we regularly work and communicate.
Independence: We are independent financial advisors. We are privately owned and not subject to the agenda of any institution or shareholder. We gather information from diverse sources and adhere to our own research conclusions. We make investment decisions based solely on the best interest of our clients.
Transparency: Vanderbilt Advisory Services does not hold client funds. Client assets are held at our custodian, National Financial Services, a division of Fidelity. NFS issues all client statements and online access, through Wealthscape, to accounts is available 24/7.
Our clients include:
- Individuals and families seeking guidance for investment and financial planning needs
- Independent trustees seeking exceptional comprehensive investment strategies
- Small business owners looking for benefit solutions and investment guidance
- Beneficiaries of inheritances seeking a trusted investment manager and advisor
- Senior financial professionals who have chosen us to manage their personal investments and estate planning needs
- Working executives with 401k rollovers
William S. Paddor is an investment advisor representative of Vanderbilt Advisory Services. Arlington Financial Services and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Advisory Services and its affiliates. Advisory Services offered through Vanderbilt Advisory Services For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures