Brentwood, TN Maryland Way Office

Samuel Oliver is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and two years of industry experience. His work history includes roles at Goldman Sachs and United Capital Financial Advisers prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC serves a broad range of clients such as individuals, corporations, pension plans, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers various services including portfolio management, financial planning, and retirement plan consulting, utilizing multiple investment approaches and acting as a fiduciary when engaged under a written advisory agreement.

John Poling is a CFP® and holds a Series 66 license with 19 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2019 and previously held positions at Bank of America and Merrill. He serves as a board member of the Tennessee Alzheimer's Association, assisting with event planning, fundraising, and outreach efforts. 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 more than 400 independent advisers who employ various investment strategies and provides both discretionary and non-discretionary account management.

Philip Benavides is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he is a joint owner in a family business and a silent partner involved in real estate investment. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm supports independent advisers in managing portfolios through various programs and utilizes a range of analytical approaches, acting as a fiduciary when agreements are in place.

Ann Hollis Young is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2011 and 2007, respectively. 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 more than 400 independent investment adviser representatives who employ a range of analytical approaches and offer portfolio management through multiple account platforms.

Jennifer Blackwell is a financial advisor with Sanctuary Advisors, LLC and holds the Series 63 and Series 66 designations. She has 20 years of industry experience, including 15 years at Merrill. Sanctuary Advisors, LLC provides 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 investment adviser representatives. The firm offers a variety of portfolio management options and operates with a fiduciary standard when a written advisory agreement exists.

Jonathan Trusty is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. for over a decade. Outside of his advisory role, he is involved in ownership of rental properties. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to sub-advisers and managed account platforms, employing a variety of analytical approaches and serving clients on a discretionary or non-discretionary basis.

Judy Gray is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2005 to 2021 before joining Sanctuary Wealth in 2021. In addition to her advisory role, she is involved as a distributor and consultant for personal items. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent investment adviser representatives who utilize various investment strategies and analytic approaches, providing both discretionary and non-discretionary account management across multiple platforms.