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Paul W

Series 66

Town and Country, MO

Sanctuary Advisors, LLC

Paul Waller IV is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Sanctuary Advisors and Sanctuary Securities since 2022. His prior experience includes six years at Wells Fargo Clearing and eight years at Wells Fargo Advisors LLC. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ various investment strategies and offers portfolio management, retirement plan consulting, and third-party managed account solutions.

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

Series 66, Series 65

Town and Country, MO

Sanctuary Advisors, LLC

Peter Mackie is a financial advisor at Sanctuary Advisors, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mackie serves on the board and as treasurer of the John W. Barriger III National Railroad Library, one of the largest railroad history collections. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of more than 400 independent adviser representatives. The firm supports a variety of investment approaches and account management styles and is noted for its platform ownership and affiliations that enable access to a broad range of investment solutions.

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