Moorestown, NJ Office

Serena Mao is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience and a Series 66 designation. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley, and Boyds Philadelphia. 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 its network of over 400 independent investment adviser representatives with a range of portfolio management options, financial planning, and retirement consulting services, employing multiple analytical approaches and acting as a fiduciary when engaging clients under written advisory agreements.

Samantha Mc Kee is a CFP® professional with Series 66 licensure and four years of industry experience. She currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. Her previous experience includes roles at CURO Wealth Management and entrepreneurial ventures in the food service sector. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent advisers who employ a range of investment strategies and serves clients through discretionary and non-discretionary managed accounts, utilizing multiple custodial platforms and sub-advisers.

Kevin Newbert is a CFP®-certified financial advisor with three years of industry experience. He is currently with Sanctuary Advisors, LLC and has held prior positions at myCIO Wealth Partners, Legacy Advisors, Fortis Wealth, and Lighthouse Planning Consultants. Outside of his advisory work, he operates a vacation home rental in Wildwood, NJ. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, and charitable organizations through over 400 independent advisor representatives. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and platform affiliations.

Robert O’Hara is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 21 years of industry experience. His career includes tenure at major firms such as Merrill and Bank of America. He serves as an advisory board member for the nonprofit Cathedral Kitchen in Camden, New Jersey. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management solutions and employs various analytical approaches while acting as a fiduciary under written advisory agreements.

Shane Fox is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a broad range of portfolio management and consulting services through a network of over 400 independent investment adviser representatives.

Sean Fasanella is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and six years of industry experience. Prior to joining Sanctuary Wealth in 2021, he worked at Merrill from 2018 to 2021 and Kempersports Management from 2016 to 2018. He also serves as a Battalion Signal Officer in the New Jersey Army National Guard. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management solutions and acts as a fiduciary under written advisory agreements.

Jennifer Fisher is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Sanctuary Wealth in 2021, she worked at Bank of America, N.A., and Merrill from 2016 to 2021. Sanctuary Advisors, LLC offers 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 supports a range of investment approaches and account management styles while acting as a fiduciary under written agreements.

William Degener is a financial advisor at Sanctuary Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch. He serves as a trustee for the Moorestown Youth Baseball Federation, a nonprofit organization managing youth baseball programs in Moorestown, NJ. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension plans, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers diverse portfolio management solutions, including separately managed accounts and unified managed accounts, and incorporates a range of analytical approaches while acting as a fiduciary under advisory agreements.

Michael Vanaria is a financial advisor at Sanctuary Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has worked at Sanctuary Securities, Inc. and Merrill. His background includes roles outside of finance, notably multiple periods at Loyola University Maryland. 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 independent adviser representatives with a range of portfolio management options and employs various analytical approaches while acting as a fiduciary under written agreements.