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Thomas B

Series 66

Fort Myers, FL

Sanctuary Advisors, LLC

Thomas Burt is a financial advisor at Sanctuary Advisors, LLC with 43 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 13 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives through a range of portfolio management options and employs multiple analytical approaches while acting as a fiduciary where agreements exist.

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

Series 66

Fort Myers, FL

Sanctuary Advisors, LLC

Christopher Ottolini is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation. His professional experience includes roles at Sanctuary Securities, Inc., UBS, and Alliance Financial Group, alongside prior positions in education and retail. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management and consulting services and utilizes multiple investment approaches within a fiduciary framework.

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

Series 66

Fort Myers, FL

Sanctuary Advisors, LLC

John Mcgee II is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 13 years. Mcgee is a partner in 1280 JM LLC, an operating entity for his investment advisory business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who manage accounts using various strategies and platforms, operating under a fiduciary standard when formal advisory agreements are in place.

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