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In the News

Sanctuary adds $100m UBS breakaway in San Francisco

Posted by Deborah Aronson

July 31, 2019
By Ian Wenik

Sanctuary Wealth has added a former UBS broker in San Francisco to its platform.

Courtney Jones left the wirehouse on Friday to found Credo Wealth Management, according to her Securities and Exchange Commission (SEC) registration details. AdvisorHub first reported Jones’ breakaway.

Jones managed around $100 million while at the wirehouse, Sanctuary Wealth said.

‘Sanctuary Wealth provides both the infrastructure Credo needs for the day-to-day and the support and guidance that empowers us to live up to our name far into the future,’ Jones said.

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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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