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Serena M

Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

Serena Mao is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a network of independent investment adviser representatives and an affiliated broker-dealer, offering a range of discretionary and non-discretionary investment solutions and ongoing advisory services.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Samantha M

CFP®, Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

Samantha Mc Kee is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. Her prior experience includes roles at CURO Wealth Management and Sanctuary Securities, Inc., as well as non-financial positions at Cocco's Pizza and Saige Cafe. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and employs a range of investment philosophies supported by sub-advisors and third-party model platforms.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Kevin N

CFP®, Series 65, Series 63

Moorestown, NJ

Sanctuary Advisors, LLC

Kevin Newbert is a CFP® with two years of industry experience, currently with Sanctuary Advisors, LLC. He has previously worked at myCIO Wealth Partners, Legacy Advisors, Fortis Wealth, and Lighthouse Planning Consultants. Outside of financial advising, he operates a vacation home rental business in Wildwood, NJ. Sanctuary Advisors, LLC serves a broad client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through a large network of investment adviser representatives. The firm offers both discretionary and non-discretionary investment solutions and provides ongoing monitoring and retirement plan advisory services.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Robert O

Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

Robert O'hara is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes positions at Bank of America and Merrill. He serves as an advisory board member for the charitable organization Cathedral Kitchen in Camden, New Jersey. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs using a variety of account types and strategies, supported by a broad network of independent advisors and affiliated entities.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Shane F

Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

Shane Fox is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Sanctuary Wealth since 2021, following eight years at Bank of America, N.A., and ongoing affiliation with Merrill Lynch, Pierce, Fenner, and Smith Incorporated since 2011. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and employs a network of independent advisors and affiliated broker-dealer services, supported by an integrated affiliate structure and recent consolidation activity.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Sean F

Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

Sean Fasanella is a financial advisor with Sanctuary Advisors, LLC in Moorestown, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked at Merrill from 2018 to 2021 and Kempersports Management from 2016 to 2018. He also serves as a Battalion Signal Officer in the New Jersey Army National Guard. Sean is involved with real estate investment activities through Dragonfly Hudson Investment LLC, focusing on home renovation for resale. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent adviser representatives and offers a range of advisory solutions, including discretionary and non-discretionary programs, separately managed accounts, and retirement plan advisory services.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Jennifer F

ChFC®, Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

Jennifer Fisher is a financial advisor with Sanctuary Advisors, LLC, holding a ChFC® designation and Series 66 license, with nine years of industry experience. She previously worked at Bank of America, N.A. and Merrill from 2016 to 2021 before joining Sanctuary Wealth in 2021. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent representatives and offers a range of discretionary and non-discretionary investment solutions, serving clients across various asset classes and plan types.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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William D

Series 66

Moorestown, NJ

Sanctuary Advisors, LLC

William Degener is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2013. Outside of his advisory role, he serves as a trustee for the Moorestown Youth Baseball Federation, where he helps manage local baseball fields and equipment for youth programs. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a large network of independent advisors and utilizes a range of portfolio management solutions, including Advisor-Directed accounts, Separately Managed Accounts, and Unified Managed Accounts.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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Michael V

Series 66

Moorestownn, NJ

Sanctuary Advisors, LLC

Michael Vanaria is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Merrill and Sanctuary Securities, Inc. He has an academic background with multiple roles at Loyola University Maryland. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment advisory and financial planning services through a large network of independent advisers and provides tailored strategies supported by an integrated service platform.

Retirement income strategy Business exit / sale strategy Active portfolio management Private / alternative investments Founder/Business Owner Self-Employed Retired
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