Advisor at Vanderbilt Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Snow Hill, MD 21863
Credentials
Series 63, Series 65
Industry experience
35 years
Kathy Gordon is a financial advisor at Vanderbilt Advisory Services with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. Outside of her advisory work, she serves as secretary for The Kernaghan Foundation Inc., administers the Worcester County LOSAP Trust, and prepares individual and corporate tax returns through Trilogy Tax Services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management with a focus on strategic asset allocation, combining fundamental, technical, and charting analysis, and maintains a unique integration with retirement-plan and benefits firms to support pension consulting and plan administration.
Based on Vanderbilt Advisory Services
Annual Planning Service charged as a flat dollar amount, agreed upon in advance with client
$0 - $249,999: 2.75% $250,000 - $499,999: 2.65% $500,000 - $999,999: 2.50% $1,000,000 - $4,999,999: 2.40% $5,000,000+: 2.40%
Hourly financial planning/consulting fees charged as a flat rate per hour, amount depends on location and experience of Advisor Representative
Account minimum: No minimum asset or income requirements to be a client Minimum fee: Minimum annual management fee is $90.00
223 South Washington Street
Snow Hill, MD 21863
Maryland
Vanderbilt Advisory Services
2025 - Present (1 year)
Vanderbilt Securities, LLC
2024 - Present (2 years)
Jonathan Roberts Advisory Group, Inc.
2012 - 2024 (12 years)
J.W. Cole Financial, INc.
2012 - 2024 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Berlin, MD
Summit Wealth Management
Christopher Furno is a financial advisor at Summit Wealth Management in Berlin, MD, holding a Series 66 credential and with seven years of industry experience. His prior roles include positions at Cambridge Investment Research and Kovack Securities. He is also an independent insurance agent offering life insurance and annuity products. Summit Wealth Management provides financial planning, portfolio management, and pension consulting primarily for pooled and institutional accounts, including retirement plan sponsors, while serving individual and small-business clients. The firm employs a Core+Satellite investment approach and offers modular financial plans, educational workshops, and due diligence on external managers.
Series 66
Berlin, MD
Farley Financial
Michael Farley is a financial advisor at Farley Financial in Berlin, MD, holding a Series 66 designation with 23 years of industry experience. He has been with Q1 Advisors, Inc. since 2007. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on non–high-net-worth clients. The firm employs a disciplined four-step process to create individualized asset-allocation strategies, predominantly recommending exchange-traded funds and mutual funds while avoiding market timing.
Series 65
Berlin, MD
Farley Financial
Amy Castro is a financial advisor at Farley Financial in Berlin, MD, holding a Series 65 designation with two years of industry experience. She has been with Farley Financial since 2021 and previously worked at Ocean Enterprise LLC for ten years. Farley Financial provides discretionary investment management and portfolio oversight primarily for individuals, families, trusts, guardianships, foundations, and endowments, focusing on a client base that is predominantly non–high-net-worth households. The firm employs a disciplined four-step process to develop individualized asset-allocation strategies and primarily recommends exchange-traded funds and mutual funds while avoiding market timing.
Series 65
Ocean City, MD
Montgomery Financial
Nicholas Craven is a financial advisor with Montgomery Financial who holds a Series 65 designation and has nine years of industry experience. He has been with Montgomery Financial Services, MFS Wealth LLC, and MFS Services since 2016. Prior to his advisory career, he worked at Rita's World of Wine and Bucknell University. Mr. Craven also maintains a licensed insurance practice through MFS Wealth LLC, dedicating a portion of his time to offering insurance-related products and services. Montgomery Financial serves individual clients, including high-net-worth households, as well as qualified retirement plans. The firm provides discretionary asset management via a sub-adviser platform, ERISA plan advisory services, financial analyses, and educational seminars.
Series 63, Series 65
Ocean City, MD
Montgomery Financial
William Strausbaugh is a financial advisor at Montgomery Financial with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advisory work, he is also an insurance agent with MFS Wealth LLC. Montgomery Financial serves individual clients, including high-net-worth households, and sponsors or advises qualified retirement plans. The firm employs a sub-adviser platform for discretionary asset management and offers ERISA plan advisory services, financial analyses, and educational seminars.
Series 65
Ocean City, MD
Montgomery Financial
Jeffrey Montgomery is a financial advisor at Montgomery Financial with 14 years of industry experience. He holds a Series 65 designation and has worked at MFS Wealth LLC since 2016, alongside his ongoing role at Montgomery Financial Services since 2011. In addition to his advisory work, he maintains an insurance practice, dedicating approximately 40% of his time to insurance services and products. Montgomery Financial serves individual clients, including high-net-worth households, and advises qualified retirement plans. The firm uses a sub-adviser platform for discretionary asset management and provides ERISA plan advisory services, financial analyses, and educational seminars.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
