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April V
Series 66
Raleigh, NC
Sanctuary Advisors, LLC
April Van Nieuwland is a Series 66 licensed advisor at Sanctuary Advisors, LLC with four years of industry experience. She previously worked with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc., and has also held positions outside the financial industry, including roles at Starbucks and Mellow Mushroom. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of over 400 independent advisers. The firm offers a range of portfolio management options and delivers advice via dually licensed advisers who develop their own investment strategies under firm supervision.
Sophia Y
Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Sophia Yacobi is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential and no prior industry experience. Her work history includes roles outside the financial industry, such as positions at Dirty Vegan and Outer Banks Brewing Station. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, and charitable organizations. The firm supports its network of over 400 independent advisers with diverse investment approaches and offers both onshore and offshore separately managed accounts.
William A
CFP®, Series 66
Raleigh, NC
Sanctuary Advisors, LLC
William Abbott is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience. He is currently with Sanctuary Advisors, LLC and was previously associated with Bank of America, N.A. and Merrill. Outside of his advisory work, Abbott serves as a Young Professional Executive with First Tee of the Triangle, where he assists in coaching young golfers and teaching life lessons. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisers with diverse portfolio management options and employs multiple analytical approaches while acting as a fiduciary when a written agreement is in place.
Susanna S
Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Susanna Segrave is a financial advisor at Sanctuary Advisors, LLC with a Series 66 credential and one year of industry experience. Her prior work includes roles at Sanctuary Securities, Inc., Capital Wealth Advisors, and various other businesses, including operating a guest ranch and involvement with a fitness studio. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a large network of independent adviser representatives. The firm offers a range of portfolio management and consulting services, utilizing multiple investment approaches and serving clients with both discretionary and non-discretionary account management.
Robert H
CFP®, Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Robert Hartinger is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Sanctuary Advisors, LLC and previously worked at Bank of America and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory role, he serves on the golf committee for the Riley Rushin Foundation, a nonprofit supporting individuals with disabilities. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports a wide range of portfolio management strategies and combines various analytical approaches while acting as a fiduciary under written agreements.
Ashley R
Series 66
Raleigh, NC
Sanctuary Advisors, LLC
Ashley Rushin is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Bank of America. Rushin serves as Vice President of the Riley Rushin Foundation, a nonprofit supporting local individuals with disabilities through fundraising and donation allocation. Sanctuary Advisors, LLC serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm supports a range of investment approaches and platforms, operating as a fiduciary when agreements are in place.
John R
Series 66
Raleigh, NC
Sanctuary Advisors, LLC
John Rumsey is a financial advisor at Sanctuary Advisors, LLC in Raleigh, NC, holding a Series 66 designation with 16 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2010 to 2021 before joining Sanctuary Wealth in 2021. Outside of his advisory role, Rumsey serves on the advisory board of the North Carolina Museum of Natural Sciences, contributing to fundraising efforts. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management solutions and utilizes multiple investment approaches while acting as a fiduciary when a written advisory agreement is in place.
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