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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Green Wealth Management Group

$350M AUM Merrill Team Partners With Sanctuary, Launches Green Wealth

$350M AUM Merrill Team Partners With Sanctuary, Launches Green Wealth

By Joyce Blay, Financial Advisor Magazine – 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.

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