Ohio Team Joins Sanctuary Wealth After Merrill Closes Local Office
Ohio Team Joins Sanctuary After Merrill Closes Branch Office The former Merrill Lynch team, led by advisor Lars Olson, wanted to stay in Marion, Ohio, to be part of the town’s revitalization, so they decided to go independent with Sanctuary Wealth. A financial advisor team, led by Lars Olson in Marion, Ohio, jumped ship from Merrill Lynch and formed an independent practice at Sanctuary Wealth after the wirehouse closed down the Marion, Ohio, office where the team worked. Olson’s team, which will now operate as Alluvial Private Wealth, manages $435 million in client assets. Olso...
Source: wealthmanagement.com