Wednesday, April 17, 2024
Homelife insuranceSanctuary Wealth Provides $700M Merrill Duo

Sanctuary Wealth Provides $700M Merrill Duo

Sanctuary Wealth says two former wirehouse advisors have joined it after forming  Vincita Funding Companions, a Greensboro, North Carolina-based agency with $700 million in shopper belongings centered on serving to rich households, executives and enterprise house owners in cooperation with property planning attorneys, tax specialists and banking companions.

Its founders and managing companions are JJ Marus, who spent the previous decade at Merrill Lynch and three years at Gldman Sachs, and Lauren Norris, CFP, who was with Merrill since 2015, in accordance with BrokerCheck.

“I’m honored that after going via an intensive due diligence course of, they are going to launch their agency on Sanctuary’s Partnered Independence platform, which affords shopper options, income levers and progress assist that they’ve by no means had entry to prior to now,” mentioned Sanctuary  President Vince Fertitta, in a press release.

“Each come to Sanctuary with a historical past of thriving in all features of their lives, with JJ taking part within the U.S. Olympic trials as a swimmer and Lauren being a former all-American lacrosse participant and coach,” Fertitta added.



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