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Randall B
CFP®, Series 63, Series 66
Mount Pleasant, SC
Sanctuary Advisors, LLC
Randall Bliss is a financial advisor with Sanctuary Advisors, LLC in Mount Pleasant, SC. He holds the CFP® designation and has 36 years of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and running Bliss Capital Advisors LLC under the name HB Wealth Advisors, LLC. He serves as a committee member for the YMCA of Lake County. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations through a large network of independent advisers. The firm offers portfolio management, financial planning, and retirement plan consulting with a variety of analytical approaches and investment platforms, acting as a fiduciary when agreements are in place.
Kerry B
Series 65, Series 63
Mount Pleasant, SC
Sanctuary Advisors, LLC
Kerry Bliss is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 63 credentials and having six years of industry experience. Prior to joining Sanctuary Advisors in 2023, Kerry worked at Concourse Financial Group Securities Inc and has been involved with Bliss Capital Advisors since 2012. Outside of financial services, Kerry serves as an instructor at the Perry Senior Center and is a board member and chair of Women United at the United Way of Lake County. Sanctuary Advisors 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 operates through a network of over 400 independent investment adviser representatives, offering portfolio management, retirement plan consulting, and access to multiple investment strategies and platforms.
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