ABOUT US
OUR HISTORY
With Us, You’re Like Family
It may seem cliché, but at Wellington Financial Strategies Corp., our clients really are like family! We genuinely care about the well-being of each and every client. Every day, we are watching the markets, researching opportunities, continuing our own education and evaluating trends… all for the benefit of those we serve.
Our family-focused mantra extends beyond the business aspect of our relationship. We’re thinking of you on your birthdays and anniversaries. For those raising children, we’re planning ahead for changes in your financial planning that may be appropriate as the years progress.
We know that our own families can only thrive when yours does. Your good health and well-being — in every sense — are our foremost concern.
MEET THE TEAM
Bryan Ulatowski
"The Flip Flop Advisor"
AKA-
"Dad"
Bryan Ulatowski is a Registered Representative and has been active in the financial services industry for more than 30 years. Bryan’s primary focus in that time has been helping local business and families in their desire to reach their financial goals. He has made his home in St. Clair for over twenty years with his wife Gabby and his two daughters Megan and Maddy. Together, the Ulatowski family specializes in one thing in particular: making people laugh (for evidence, see Bryan’s Facebook page).
Bryan takes a hands-on approach to his community as well. As the St. Clair Chamber of Commerce President, he has continuously strived to make his city better and better, and improve the lives of those he works with. He has been a key component in the success of many of St. Clair’s events, be it directly by constantly volunteering, or by supporting the people behind the scenes.
Mainly, Bryan’s motivation is making the lives of anyone who walks in his door easier. If he can do it for someone, he will. After all, with us, you’re like family.
Contact Bryan directly at bulatowski@vanderbiltsecurities.com
"The Guy From The Chamber"
Taylor Weir
Master Taylor
AKA-
"Girl at the Front Desk"
Taylor Weir has been the administrative assistant for Bryan since 2016. Bryan first met Taylor as his martial arts instructor. Her drive and dedication to teaching led Bryan to hiring her onto his team.
With a heavy focus on efficiency and enthusiastic care, Taylor works daily ensuring all clients’ needs are met and all concerns are addressed properly. From processing incoming paperwork, keeping track of all correspondences, filing important information, sending out mailings, taking care of service needs, running our social media - Taylor is the gears that keep Wellington Financial moving and grooving so Bryan can focus on his clients. When he is out of the office or with clients, she is here for anything that comes along.
Taylor’s personal philosophy is the golden rule: do unto others as you would yourself. This carries over into her day to day as she works to care for all our clients like she would her own family.
"She Who Drives The Weird Blue Cube"
WELLINGTON
Through The Years
Wellington Financial Strategies and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions
Advisory Services offered through Vanderbilt Advisory Services
Clearing agent: Fidelity Clearing & Custody Solutions
Insurance Services offered through Vanderbilt Insurance and other agencies
Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
www.FINRA.org | www.SIPC.org | www.MSRB.org | www.vanderbiltsecurities.com
Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Web site may fall or rise against your interests and the interests of other investors.
This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced.