The six-person team with members from Morgan Stanley and Ameriprise is Sanctuary’s 17th breakaway this year, bringing in an additional $ 400 million in AUM
Posted: October 22, 2021 at 11:28 a.m. EDT|Update: 18 minutes ago
INDIANAPOLIS, 22 October 2021 / PRNewswire / – Sanctuary Wealth, home to the next generation of elite advisers, adds its 17e separatist enterprise (second in Missouri) of the year as NobleVest Private Wealth, based in Springfield, joins the constantly expanding network. Three of the four founding partners of NobleVest, Geoff stufflebam, Ken roberts, and Shweta Agarwal were with Morgan Stanley, while the fourth, Kraig Bode, was previously at Ameriprise.
âComing from two different communications agencies, this team demonstrates how a shared culture and uncompromising dedication to client needs puts the best advisors on the same page,â said Jim dickson, CEO and Founder of Sanctuary Wealth. “In addition to welcoming NobleVest Private Wealth as our 17the breakaway of the year, we have been active on the acquisition front and added a wide range of new services and offerings for our advisors, such as Sanctuary Global Family Office, which arose out of our investment in InnoVise Family Wealth on last month. . We expect 2022 to be even more exciting. “
Collectively, the four directors of NobleVest have over 70 years of experience in financial advice and are entrusted with $ 400 million in client assets under management (AUM). They represent the second Missouri team to choose Independence in partnership with Sanctuary so far this year and the first to combine counselors from two wire houses.
âIt became increasingly clear in conversations with customers, especially over the past 24 months, that they needed more, and we felt that the best way to meet their evolving needs was to become independent. Sanctuary was by far the best option for us, and more importantly, for our customers â, explained Geoff stufflebam, founding partner, private wealth advisor at NobleVest Private Wealth. âWith Sanctuary, we will have the freedom and flexibility to provide a higher level of customer service than we previously could. We are very excited about our new venture in the freelance space as we are able to do everything we could in our previous role, and much more. “
Ken roberts, CRPSÂ® has the longest tenure in financial services of the four founding partners, having spent nearly 10 years at Morgan Stanley and 14 years previously at Bank of Bolivar, where he was President of Bolivar Investment Services. Like Roberts, Geoff stufflebam, who spent 14 years with Morgan Stanley, is also a Chartered Retirement Plan Specialist â¢. Founding partner Shweta Agarwal worked at Morgan Stanley for over four years after a previous tenure as an advisor at Waddell & Reed. She holds a Certified Financial Planner designation (CFPÂ®) and Certified Investment Management Analyst (CIMAÂ®). Kraig Bode, CRPC spent over 16 years with Ameriprise Financial as a financial advisor and earned the Certified Retirement Planning Advisor (CRPC) designation from the College for Financial Planning.
Senior Operations Manager Julie Invoices and a Client Relationship Manager will complete the team of six people.
“By choosing independence in partnership with Sanctuary, NobleVest Private Wealth gives up nothing, but they have access to many other solutions, improved technology and all the support they need in areas that the client does not see. never “said Vince Fertitta, President, Wealth Management, Sanctuary Wealth. “As an independent business, the four founding partners will have the time and freedom to develop deeper relationships with their existing customers and the time and opportunity to forge new ones.”
For more information on NobleVest Private Wealth, please visit www.noblevestprivatewealth.com.
About Sanctuary Wealth
Wealth of the sanctuary (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who are entrepreneurial to create and own their own practices and want the freedom to deliver the tailored service their clients deserve. Sanctuary’s Partnered Independence Ecosystem provides a comprehensive technology and operational platform, as well as the support of a community of like-minded advisors and invaluable affiliate business resources. Currently, the Sanctuary Wealth Network includes partner companies in 21 states with more than $ 17.0 billion in assets under counseling. The Sanctuary Wealth group includes wholly owned subsidiaries Sanctuary Advisors, a registered investment adviser and securities broker Sanctuary Securities, as well as Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global and Sanctuary Global Tax and Family Office.
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