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In the News

Sanctuary adds $1.22b ex-Merrill Lynch team

Posted by Deborah Aronson

July 2, 2021
By Cynthia Fernandez

Sanctuary wealth signed a four-person ex-Merrill Lynch Wealth Management team that managed $1.22 billion in assets, according to the firm.

Advisor Bradley Bruce, of the former Bruce Wealth Management Group at Merrill, founded mFORCE Capital in Fort Worth, Texas.

In an email to Financial Planning, Bruce says he joined Sanctuary because it offers mFORCE Capital the benefits of partnered independence, which supports his business from a compliance perspective, and its custody offering of BNY Mellon’s Pershing.

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About Deborah Aronson

Manager – Known for her open and transparent communication skills, and a personal commitment to understanding the needs and goals of the advisors she works with, Deborah acts as their sounding board, educator and trusted partner throughout their journey of finding the right fit for the next stage of their business life. Learn more...

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