Merrill Lynch Team Goes for Independence with Sanctuary
By Garrett Keyes
The financial advice team of Enclave Wealth Advisors, 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.
Enclave advisor Terry Murray says in the release that technology and business solution offerings were among the reasons the team made the switch.
“We have access to technology and business solutions that were not available to us before and that will only augment our clients’ overall experience,” Murray says.
Joining Murray for Enclave’s move to Sanctuary are advisor Brian Westcoat and client service specialist Lynn Muzio.