Toledo, OH Office

Team
Updated today

Client AUM

$30,784,600,000

Clients

19,025

Advisors

3

Of 404 advisors across 128 offices

Location

14 Erie Street, Suite 2b

Toledo OH 43604

Advisors at this office

3

Advisors at this office

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Michael N

Series 63, Series 66

Toledo, OH

Sanctuary Advisors, LLC

Michael Noble is a financial advisor at Sanctuary Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Morgan Stanley and Morgan Stanley Private Bank since 2012 and 2015, respectively. Noble serves as a board member of International Boxing (IBC), where he is involved in running events and raising funds. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse clientele, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports independent investment adviser representatives who develop their own strategies, offering portfolio management through multiple platforms and maintaining a range of analytical approaches and fiduciary practices.

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

Series 63, Series 65

Toledo, OH

Sanctuary Advisors, LLC

Philip Noble is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Noble is a co-founder of Noble Wealth Partners and serves on the executive leadership team for the Toledo chapter of the American Heart Association, where he helps lead annual fundraising efforts. 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 advisor-directed portfolio management through a broad range of strategies and acts as a fiduciary when a written advisory agreement is in place.

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

Series 66

Toledo, OH

Sanctuary Advisors, LLC

Jaclyn Cardenas is a financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2019 to 2021. Before entering finance, she was self-employed in child care for six years. 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 a broad range of investment approaches and offers discretionary and non-discretionary account management through a network of over 400 independent adviser representatives.

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