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Michael L
Series 66
Indianapolis, IN
Sanctuary Advisors, LLC
Michael Longley is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010. Longley serves as a board member for two affiliated organizations, Six Degrees Wealth and G Squared Private Wealth, where his duties include voting on significant financial matters and participating in quarterly meetings. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting using a variety of investment approaches and maintains a distinctive platform and ownership structure with multiple affiliated firms.
Martin R
Series 66
Indianapolis, IN
Sanctuary Advisors, LLC
Martin Rice is a financial advisor at Sanctuary Advisors, LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 1998 and Bank of America since 2009. Outside of his advisory work, he is involved in several business ventures, including ownership roles in a family-held consulting LLC and an aircraft charter business, as well as participating in a nonprofit committee focused on youth education and development. 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 a broad range of investment approaches through a network of independent adviser representatives and offers discretionary and non-discretionary account management with access to multiple sub-advisers and third-party platforms.
Beau B
CFP®, Series 66
Indianapolis, IN
Sanctuary Advisors, LLC
Beau Barrett is a Certified Financial Planner (CFP®) with 27 years of experience in the financial services industry. He currently serves at Sanctuary Advisors, LLC, where he has worked since 2018. Prior to that, he held positions at Bank of America and Merrill. Barrett is a board member and secretary of the CG Hardwood Club, a fundraising organization supporting the Center Grove Boys Basketball program. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent adviser representatives who deliver customized investment strategies and manage accounts on both discretionary and non-discretionary bases.
Michael M
Series 63, Series 65
Indianapolis, IN
Sanctuary Advisors, LLC
Michael Myers is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Bank of America, N.A. and Merrill for over 15 and 25 years, respectively. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and nonprofit entities, through a network of more than 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple analytical approaches and serving both discretionary and non-discretionary accounts.
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