/PRNewswire/ Quorum Private Wealth (Quorum), a wealth management firm and independent advisor representative partner of Sanctuary Wealth, LLC (Sanctuary),.
/PRNewswire/ Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, congratulates its affiliated advisors who were named to the 2023.
What You Need to Know
This is yet another advisor team that Sanctuary Wealth has recruited from Merrill Lynch.
Sanctuary Wealth has welcomed eight advisor teams with $2.8 billion in combined assets this year so far.
In April, Sanctuary said it added Claybourn Frakes Wealth Advisory Services, led by ex-UBS reps.
RIA Sanctuary Wealth has added another advisor team from Merrill Lynch this time Walnut Creek, California-based Quorum Private Wealth, an eight-person team that had operated as the Barry & Milligan Group at Merrill and manages more than $1.5 billion in client assets.
Indianapolis-based Sanctuary, which called the addition its “biggest win to date,” said early this year it added the ex-Merrill team Alluvial Private Wealth, based in Marion, Ohio with about $435 million in client assets under management. In early April, Sanctuary announced it had added Claybourn Frakes Wealth Advisory Services, led by ex-UBS-registered reps and its first sanctuary partner firm in the S
Quorum Private Wealth Joins Sanctuary Wealth
$1.5 Billion elite team from Merrill Lynch including former Chairman of Merrill s FA Advisory Council to Management is Sanctuary s biggest win to date
News provided by
Share this article
Share this article
INDIANAPOLIS, April 30, 2021 /PRNewswire/ Sanctuary Wealth, home to the next generation of elite advisors, proudly announces the addition of Quorum Private Wealth, managing more than $1.5 billion in client assets, to its rapidly growing network of independent advisors. Led by Managing Partners Mike Barry and Kelly Milligan, the eight-person team, based in Walnut Creek, California, also includes Partners Sue Mazzetti and Melissa Yue and collectively boasts more than 100 years of experience with Merrill Lynch.