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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 previously worked at Wells Fargo Clearing from 2016 to 2022 before joining Sanctuary Advisors and Sanctuary Securities in 2022. 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 through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing various analytical approaches and fiduciary practices.

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

Series 65, Series 66

Town and Country, MO

Sanctuary Advisors, LLC

Peter Mackie is a financial advisor with Sanctuary Advisors, LLC, holding Series 65 and Series 66 licenses and 22 years of industry experience. He has worked at Sanctuary Advisors since 2022 and previously spent six years at Wells Fargo Clearing. Outside of his advisory role, Mackie serves as the Treasurer on the board of the John W. Barriger III National Railroad Library, a significant railroad history collection. Sanctuary Advisors 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 investment adviser representatives. The firm offers a variety of portfolio management and consulting services, employing multiple analytical approaches and acting as a fiduciary when agreements are in place.

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