MOVES IN THE NEWS

Sanctuary Wealth Lands Recognized Top Next-Gen And Woman Advisor From UBS

AdvisorHub - UBS advisor has left the wires for independence with Sanctuary Wealth. Kristin Larson, who spent nine years at UBS building a client base totaling nearly $200 million, has started her independent practice, NewSpring Wealth Partners.

Advisor Hub

February 10, 2025

Another advisor has left the wires for independence with Sanctuary Wealth. Kristin Larson, who spent nine years at UBS building a client base totaling nearly $200 million, has started her independent practice, NewSpring Wealth Partners.

“Once I got a glimpse of what is possible in the independent space, I couldn’t unsee how much better I would be able to serve and communicate with clients than continuing to work as an employee,” said Larson.

Larson has over a decade of experience in wealth management. She is a CERTIFIED FINANCIAL PLANNER® and Certified Private Wealth Advisor®. Before founding NewSpring, Laron was a Senior Vice President, Wealth Management and Financial Advisor with the Carlson Larson Wealth Management group at UBS. An up-and-comer in the business, she has been recognized by Forbes as a Top Next-Gen Wealth Advisor and a Top Women Wealth Advisor.

Vince Fertitta, President of Sanctuary Wealth is impressed by Larson and sees a great future for her new independent firm. In a statement, Fertitta said, “Her accomplishments so early in her career are admirable –already being recognized as one of the top next-gen and top woman advisors in the industry. By choosing independence she has unlocked a valuable asset with a fantastic growth trajectory and can now serve as a true fiduciary for her clients, offering them expanded support, enhanced technology and objective investment solutions.”

Looking to simplify finances and protect wealth, Larson created NewSpring Wealth Partners to provide an open, non-judgmental safe and confidential space where clients can share aspirations, reduce financial stress and make smart decisions to achieve their goals.

Read more…

 

Share:

Subscribe for Updates

Get updated by email when a new article is added.

Related Posts

Diamond Consultants - In the News