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Johnathan R

Series 66

Dallas, TX

Sanctuary Advisors, LLC

Johnathan Rankin is a financial advisor at Sanctuary Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill before joining Sanctuary Advisors in 2019. He is also involved in an educational YouTube channel called Theorem Wealth Management, which focuses on sharing retirement planning ideas. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors in delivering tailored investment management and consulting through a variety of account types and analytical approaches.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Melissa R

Series 66

Dallas, TX

Sanctuary Advisors, LLC

Melissa Rankin is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a range of portfolio management options and offers both onshore and offshore solutions through various managed account platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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