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Kathy G

Series 63, Series 65

Snow Hill, MD

Vanderbilt Advisory Services

Kathy Gordon is a financial advisor with Vanderbilt Advisory Services and holds Series 63 and Series 65 credentials. She has 36 years of industry experience, including twelve years at Jonathan Roberts Advisory Group, Inc. and J.W. Cole Financial, Inc. Outside of advisory work, she serves as secretary for The Kernaghan Foundation Inc., administrator for the Worcester County LOSAP Trust, and works as a tax preparer for Trilogy Tax Services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, proprietary model portfolios, access to third-party sub-advisors, and a digital platform, with an investment approach that combines strategic asset allocation and various analytical methods tailored to client objectives.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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