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Laura A
Series 66
Fayeteville, NY
Vanderbilt Advisory Services
Laura Adams is a Series 66-licensed financial advisor with seven years of industry experience. She is currently with Vanderbilt Advisory Services and has held roles at Vanderbilt Securities, LLC, Hansen's Advisory Services Inc., and Cadaret, Grant & Co., Inc. Outside of her primary advisory work, Adams serves as Client Relations Manager at Hansen's Advisory Services, where she advises clients and manages communications. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts and estates, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.
Lisa C
Series 66
Fayeteville, NY
Vanderbilt Advisory Services
Lisa Chasse is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. She holds a Series 66 designation and has worked at Vanderbilt Securities, LLC since 2022. Outside of her advisory role, she is involved with the Institute for Sexuality Education & Enlightenment. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers a range of portfolio management and financial planning services, emphasizing strategic asset allocation and integrating retirement-plan consulting with advisory services.
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