April 19, 2021
By Joyce Blay
Financial advisors Alan Green, Lori DosSantos and Andrew Heatley have partnered with Indianapolis-based Sanctuary Wealth to launch Green Wealth Management Group in Southbury, Conn., the companies said in a recent news release.
The five-person team was formerly with Merrill Lynch as employees, where the practice managed $350 million in client assets.
Jim Dickson, CEO and founder of Sanctuary Wealth, said in the news release that by partnering with the Green Wealth team, his firm was expanding its network of advisors in a key market, while giving another team the opportunity to scale their business.
