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About Us

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Meet Our Founder

Rose Mary Terry

Rose Mary Terry

I have been in the Securities industry assisting clients for over 33 years. I began in the business at Morgan Guaranty Trust Co., and at the First Boston Corporation, now Credit Suisse. I spent many years working as an assistant to top traders on the bond and equity trading desks at Wertheim and Company(now Schroeders), and after that at Gruntal&Company.


In 1992 I moved from trading over to the investment management side of the business, because I came to love working with individual clients and small companies. I spent over 17 years in this capacity at Janney Montgomery Scott. I have been here at Vanderbilt Financial Group for more than 15 years.


I have a BA in International Relations from New York University and a Certificate in Portfolio Management from The Wharton School at the University of Pennsylvania. Coming from the bond side of the business gives me a much broader perspective on risk management and proper asset allocation.

  
As a fiduciary I am obligated to act in my clients best interest 100% of the time.


I love working with clients and their families to create comprehensive wealth management and retirement strategies, guiding my clients and their families towards a secure future is my passion.

The Incredible Advantage of Roth IRA's

Roth IRAs offer an incredible advantage in the realm of retirement savings due to their tax-free nature. Unlike traditional IRAs, contributions to a Roth IRA are made with after-tax income, meaning that when it comes time to withdraw funds during retirement, those withdrawals are completely tax-free. This powerful feature allows individuals to enjoy the full benefits of their hard-earned savings without worrying about paying taxes on their distributions. Additionally, Roth IRAs provide flexibility by allowing individuals to withdraw their contributions at any time without penalty, making it an attractive option for those seeking both long-term savings and potential short-term financial needs. By harnessing the tax-free growth potential of a Roth IRA, individuals can secure a brighter financial future while maximizing the value of their retirement savings.

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