Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Barbara K
Series 63, Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Barbara Key is a financial advisor at Sanctuary Advisors, LLC in Raleigh, NC, holding Series 63 and Series 66 licenses with 16 years of industry experience. Her prior experience includes six years at Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers services such as portfolio management, financial planning, and retirement plan consulting through a network of over 400 independent investment adviser representatives who develop their own investment strategies within firm supervision.
Clay J
Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Clay Jackson is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2019, following previous roles at Bank of America and Merrill. Clay serves as a board member for the NC State Education Assistance Authority and the North Carolina Banking Commission, and he is a partner in the real estate investment firm Fish Hill & Jackson, LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a broad range of investment strategies through more than 400 independent adviser representatives and offers both discretionary and non-discretionary account management.
Christopher H
CFP®, Series 65, Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Christopher Hill is a CFP® professional with 28 years of industry experience. He is affiliated with Sanctuary Advisors, LLC and has worked at Bank of America since 2011 and Merrill since 1997. Outside of advisory work, he owns FHJ Properties, LLC, a real estate investment business. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pensions, trusts, and charitable organizations, through over 400 independent advisors. The firm offers portfolio management, customized financial planning, and retirement plan consulting, employing various analytical approaches and maintaining fiduciary standards under written agreements.
Joseph F
Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Joseph Fish is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he serves as president of a condominium owners association and as a trustee for Calvary Raleigh Church, both positions involving advisory responsibilities related to governance and financial oversight. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent adviser representatives. The firm supports various investment strategies and platforms, acting as a fiduciary when a written advisory agreement is in place.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters