Vanderbilt is happy to announce our newest Financial Professional, Walter McKinney who is joining us from Bridgeton, MO!
Vanderbilt is happy to announce our newest Financial Professional, Walter McKinney. Walter is joining us from Bridgeton, MO.
Walter has 20 years of experience and was previously with A.G Edwards & Sons Inc which was acquired by Wells Fargo. He has his Series 7 and 63 licenses. He is the President and CEO of McKinney Group Wealth. Walter was previously in the Marines as well.
He specializes in Corporate Cash Accounts, College Education Planning, Business Needs Analysis, Business Retirement Plans, Personal Financial Analysis, Insurance, Annuities, Business Succession Planning, Estate Planning, and Wealth Transfer Strategies. Walter provides the complete scope of investment services and strategy. Walter’s business focuses on the African American community; 80% to be exact. He wants to have a financial impact in the African American community.
“I joined Vanderbilt because of their values about reduced inequalities. I want to make a financial impact in the African American community and believe that Vanderbilt can help me in my desire to achieve my goals. I am excited to be part of the team.”
In his spare time, Walter likes to fish and play golf.
“Walter will fit right into our firm. He shares the values of True G.R.I.T.T. and helping the underserved. We are excited to have him.” – Joe Trifiletti, President
About Vanderbilt Financial Group:
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. Vanderbilt is known as “The Sustainable Broker-Dealer” and RIA for their commitment to providing Financial Advisors and their clients with access to values-aligned investments. Headquartered in a LEEDcertified Platinum building, Vanderbilt’s commitment to changing the world begins at home in our office and within our culture. Under the leadership of Chairman and Founder, Stephen Distante, Vanderbilt’s culture has garnered multiple awards and was most recently named “Best Places to Work on Long Island” for the fourth year in a row, in 2021.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities are 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
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosure
Jerry McNulty
Vanderbilt Financial Group +1 631-845-5100 email us here
“Empowering Wealth, Creating Black Millionaires: The McKinney Way.”
About The McKinney Group Wealth Management
McKinney Group Wealth Management, a comprehensive investment management firm, provides services encompassing retirement plans, tax planning, and investment strategies. The firm’s professional experience extends to managing various financial instruments, including 401(k) plans, donor-advised funds, trust and estate planning, and wealth transfer strategies.
McKinney Group Wealth Management is based in Bridgeton, MO., but has a notable presence outside of St. Louis, catering to clients in Nevada, Texas, Tennessee, Illinois, and Florida. Over the past 23 years, the firm has observed its predominantly African American clientele, constituting about 80%, experiencing increasing affluence.
Contact us today.
McKinney Group Wealth Management 3450 Bridgeland Drive, Suite C, Bridgeton, Missouri 63044, United States (314) 736-1490
Keywords: Vanderbilt, Walter McKinney, financial advisor, financial growth, financial services
#FinanceGrowth #BusinessLeadership #VanderbiltCareers
