Brett Goldstein
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Brett Goldstein Email & Phone Number

Senior Vice President of Wealth Management at Vanderbilt Financial Group
Location: Woodbury, New York, United States 4 work roles 1 school
3 work emails found @ubs.com 1 phone found area 631 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 3 work emails · 1 phone

Work email b****@ubs.com
Direct phone (631) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Vanderbilt Financial Group
Role
Senior Vice President of Wealth Management
Location
Woodbury, New York, United States
Company size
52 employees

Who is Brett Goldstein? Overview

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Quick answer

Brett Goldstein is listed as Senior Vice President of Wealth Management at Vanderbilt Financial Group, a with 52 employees, based in Woodbury, New York, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 631, and a matched LinkedIn profile for Brett Goldstein.

Brett Goldstein previously worked as Senior Vice President - Wealth Management at Ubs Financial Services, Inc. and Senior Vice President at Oppenheimer & Co.. Brett Goldstein holds M.B.A., International Business from Quinnipiac University.

Company email context

Email format at Vanderbilt Financial Group

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*@ubs.com
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AeroLeads found 3 current-domain work email signals for Brett Goldstein. Compare company email patterns before reaching out.

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Profile bio

About Brett Goldstein

I have nearly two decades of experience in the financial services industry. My main areas of focus are on fixed income and tax advantaged strategies. I distinguish myself from other Advisors in that I build strong personal relationships with my clients to seek out their financial goals and needs. I believe that creating and following a customized financial plan should be an objective for everyone.

Listed skills include Fixed Income, Equities, Relationship Management, Risk Management, and 1 others.

Current workplace

Brett Goldstein's current company

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Vanderbilt Financial Group
Vanderbilt Financial Group
Senior Vice President of Wealth Management
woodbury, new york, united states
Website
joinvanderbilt.com
Employees
52
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Company profile
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4 roles

Brett Goldstein work experience

A career timeline built from the work history available for this profile.

Senior Vice President Of Wealth Management

Current
Vanderbilt Financial Group

125 Froelich Farm Blvd, Woodbury, Ny 11797

Apr 2019 - Present
Team & coworkers

Colleagues at Vanderbilt Financial Group

Other employees you can reach at joinvanderbilt.com. View company contacts for 52 employees →

MD Mark David Borillo Mark David Borillo Colleague at Vanderbilt Financial GroupCalabarzon, Philippines View → JR Jeremy R Brown Jeremy R Brown Colleague at Vanderbilt Financial GroupTorrance, California, United States View → SD Susan Diaz Susan Diaz Colleague at Vanderbilt Financial GroupFarmingdale, New York, United States View → DN Donna Norian Donna Norian Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States View → MB Matthew Bielawski Matthew Bielawski Colleague at Vanderbilt Financial GroupMelville, New York, United States View → JW Jeff Warren Jeff Warren Colleague at Vanderbilt Financial GroupSan Ramon, California, United States View → GM Gerard Mcnulty Gerard Mcnulty Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States View → DF Diana Fletcher, Cfp Diana Fletcher, Cfp Colleague at Vanderbilt Financial GroupWoodbury, New York, United States View → JJ Joe Johnson Joe Johnson Colleague at Vanderbilt Financial GroupSayville, New York, United States View → JF Joseph Fleischman Joseph Fleischman Colleague at Vanderbilt Financial GroupNew York City Metropolitan Area, United States View →
1 education record

Brett Goldstein education

FAQ

Frequently asked questions about Brett Goldstein

Quick answers generated from the profile data available on this page.

What company does Brett Goldstein work for?

Brett Goldstein works for Vanderbilt Financial Group.

What is Brett Goldstein's role at Vanderbilt Financial Group?

Brett Goldstein is listed as Senior Vice President of Wealth Management at Vanderbilt Financial Group.

What is Brett Goldstein's email address?

AeroLeads has found 3 work email signals at @ubs.com for Brett Goldstein at Vanderbilt Financial Group.

What is Brett Goldstein's phone number?

AeroLeads has found 1 phone signal(s) with area code 631 for Brett Goldstein at Vanderbilt Financial Group.

Where is Brett Goldstein based?

Brett Goldstein is based in Woodbury, New York, United States while working with Vanderbilt Financial Group.

What companies has Brett Goldstein worked for?

Brett Goldstein has worked for Vanderbilt Financial Group, Ubs Financial Services, Inc., Oppenheimer & Co., and Cibc World Markets.

Who are Brett Goldstein's colleagues at Vanderbilt Financial Group?

Brett Goldstein's colleagues at Vanderbilt Financial Group include Mark David Borillo, Jeremy R Brown, Susan Diaz, Donna Norian, and Matthew Bielawski.

How can I contact Brett Goldstein?

You can use AeroLeads to view verified contact signals for Brett Goldstein at Vanderbilt Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Brett Goldstein attend?

Brett Goldstein holds M.B.A., International Business from Quinnipiac University.

What skills is Brett Goldstein known for?

Brett Goldstein is listed with skills including Fixed Income, Equities, Relationship Management, Risk Management, and Asset Allocation.

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