PLEASE SEE A SAMPLING OF OUR 2022 CLASS LIST
Vanderbilt is happy to announce our newest Financial Professional, Al Moore Jr.! Al is joining us from Jonesboro, AR.
Al has 7 years of experience and was most recently a Vice President of Investment Solutions at Regions Bank. He has his Series 7 and 66 licenses. He is the owner of Al Moore Financial, specializing in providing financial assistance to women in STEM fields, black entrepreneurs, military veterans, contractors and underserved communities.
Al Moore Jr., is a central Arkansas native and the youngest of 5 children; the son of a retired military veteran father and a mother who worked in healthcare. Al studied at Pulaski Technical College and Arkansas State University. He has been active in philanthropy, serving in leadership roles for organizations such as The Arkansas Urban League of Young Professionals, The Rotary After Hours Club of Little Rock, 100 Black Men of Greater Little Rock and his beloved fraternity Phi Beta Sigma. Al’s passion for finance goes back years, being inspired by the film “Pursuit of Happyness“. Touched by the story of Christopher Gardener he decided he wanted to spend his career helping families put together their financial affairs. Al spends his free time watching football and basketball, swimming, playing billiards, traveling, and spending time with his 6-month-old son Trey (Al Moore III) and his wife Evette.
“It was important to partner with a firm that had a deeper incentive beyond just revenue. I wanted to partner with a firm that cared about their advisors on a personal level and wanted to invest in their advisors to run the type of practice they could be proud of. Vanderbilt stood out in a sea of Broker-Dealers with their sincerity and consistent level of professionalism; plus their focused attention to the vision I had for my business and how they could help me get there.”
“Al is the paradigm of a socially responsible financial professional. His ability to see beyond just revenue, helping marginalized and underserved communities in their desire to achieve their financial dreams, makes him an ideal advisor for our firm” – Heidi Distante, Chief Executive Officer.
Vanderbilt is happy to announce our newest Financial Professional, Sr. Wealth Manager, Tim McGrath AAMS®! Tim is joining us from Anna, Illinois.
Tim has 15 years experience and was previously with Edward Jones. He has his Series 7 and 65 licenses. He specializes in retirement planning, college education, wealth transfer, and personal investing.
He loves spending time with his wife Alyssa and four children, his two sons Sheldon and Nick and her two sons Cayden and Coby. His passion is St. Louis Cardinals baseball and sports in general. He loves the outdoors, fishing and golfing. Tim is dedicated to serving his community, being a part of various organizations such as the Board of Education and Kiwanis Club. In the past he has also been President of Rotary Club and Chamber of Commerce.
“I have decided to join Vanderbilt because they hold the values of work ethic, wealth management and importance of family that I am seeking at this stage of my career. They understand the importance of all three of these areas.”
“Tim’s dedication to his local community, family, and service to his clients are the same ideals we at Vanderbilt hold true. He is the type of person we are looking for in a trusted advisor. and are excited to have him as part of our family.” – Heidi Distante, Chief Executive Officer.
Vanderbilt is happy to announce our newest Financial Professional, Danny Packard of Packard Advisory! Danny is joining us from Escondido, CA.
Danny has 8 years of experience and was previously with Capital Assets, as a Financial Advisor. He has his Series 65 license.
He specializes in Income Planning, Investment Management, Financial Planning and Asset Protection..
Danny is a licensed Investment Advisor Representative and received his bachelor’s degree in business finance. He is very family-oriented, spending a lot of time with his wife of 20 years and three children. He enjoys refereeing college and high school basketball and coaching youth sports in his free time.
When asked why he chose Vanderbilt, Danny stated “Vanderbilt had everything I was looking for in an investment firm. It’s family oriented and has a desire to help.”
“Danny is a great addition to the firm and is integral to expanding VFG’s west coast presence. He is committed to helping his clients be more confident and comfortable with their financial future” – Heidi Distante, Chief Executive Officer
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments.
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