Diboll, TX Office

Team
Updated today

Client AUM

$30,784,600,000

Clients

19,025

Advisors

3

Of 404 advisors across 128 offices

Location

303 S Temple Dr, Ste 300

Diboll TX 75941

Advisors at this office

3

Advisors at this office

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Alexis P

Series 66

Diboll, TX

Sanctuary Advisors, LLC

Alexis Pigg is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of her advisory role, she serves as President of the Junior League of Lufkin, overseeing the board and community service projects focused on women and children in the Lufkin/Angelina County area. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who manage accounts through various programs, employing multiple analytical approaches and offering both discretionary and non-discretionary management options.

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

Series 63, Series 65

Diboll, TX

Sanctuary Advisors, LLC

Roy Alvis, Jr. Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior career includes roles at Merrill and Bank of America, spanning over three decades. Outside of advisory work, he serves as an administrator for an estate and manages a family LLC that oversees a second home in North Carolina. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers a range of portfolio management options and consulting services through a network of more than 400 independent advisers, 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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William A

Series 66

Diboll, TX

Sanctuary Advisors, LLC

William Alvis is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining Sanctuary in 2022, he worked at Bank of America and Merrill. Outside of his advisory role, he serves as the 2nd Vice President of a local Lions Club focusing on youth programs and is the incoming Board Chair of the Angelina County Chamber of Commerce. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its advisors with diverse portfolio management options and operates with a fiduciary standard under written agreements.

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