$275M Merrill team goes indie with Sanctuary Wealth

By Bernadette Berdychowski - Published June 12 2019, 4:58pm EDT Sanctuary Wealth is expanding to the West Coast with two new recruits that managed $275 million at Merrill Lynch. Founded in 2018, the Indianapolis-based service provider caters to 20 firms with more than 50 advisors and over $8 billion in AUM. This summer will be a [...]

By |2019-08-19T12:07:26-07:00June 13th, 2019|News|

Merrill Lynch Team Goes for Independence with Sanctuary

By Garrett Keyes of Financial Advisor IQ - June 12, 2019 The financial advice team of Ensconce Wealth Partners, responsible for $275 million in client assets, has left Merrill Lynch for independence through Sanctuary Wealth’s network of financial advisories, according to a Sanctuary press release. Ensconce advisor Terry Murray says in the release that technology and business solution offerings were among the [...]

By |2019-08-19T12:06:14-07:00June 12th, 2019|News|
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