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Jeffrey R

CFP®, Series 63, Series 66

Springfield, MO

Sanctuary Advisors, LLC

Jeffrey Robinson is a CFP® professional with 15 years of industry experience, currently serving at Sanctuary Advisors, LLC since 2022. He previously worked at Ameriprise Financial Services, Inc. for eight years and is a partner at Robinson & Co. LLP, an accounting firm providing tax and accounting services. Sanctuary Advisors, LLC offers 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 investment adviser representatives. The firm employs various analytical approaches and delivers advice via discretionary or non-discretionary management, supporting customized investment strategies on multiple account platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Austin W

CFP®

Springfield, MO

Sanctuary Advisors, LLC

Austin Whitton is a CFP® professional with one year of experience at Sanctuary Advisors, LLC. He previously worked at Forvis Mazars Wealth Advisors, LLC, FORVIS Wealth Advisors, LLC, and Wealthquest, among other roles, and has a background that includes time at Indiana Wesleyan University. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through a network of over 400 independent advisers, utilizing various analytical approaches and investment platforms.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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Morgan S

Series 66

Springfield, MO

Sanctuary Advisors, LLC

Morgan Spilman is a Series 66 licensed financial advisor with one year of industry experience, currently serving at Sanctuary Advisors, LLC. Prior to this role, Morgan held positions at Sanctuary Securities, Inc. and worked in contracted roles within marketing and other sectors. 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 wide range of investment approaches and utilizes various managed account platforms, operating under fiduciary standards when advisory agreements are in place.

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning
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