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  • How Merrill lost a .5B advisor team to Sanctuary
    Financial Planning

    How Merrill lost a $1.5B advisor team to Sanctuary

    February 28, 2023 /

    The Chappell Wealth Management group. (L to R): Brianna Warren, Spencer D. Carlson, Brent R. Chappell, Brad C. Chappell, Michael W. Mills, Chel Larkin and Jaymie Wendt. Sanctuary Wealth When Brent and Brad Chappell were planning to leave Merrill over a year ago, a consultant referred them to an old family friend: Vince Fertitta, the president of Sanctuary Wealth.  “I’ve known them and I’ve known their dad for almost 20 years,” Fertitta said in an interview.  Feritta is a former Merrill veteran executive himself, and he had fond memories of the Chappells’ father Rob, who retired as an advisor from Merrill after working there for decades.  At that point, the…

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    Reynaldo Jackson Comments Off on How Merrill lost a $1.5B advisor team to Sanctuary

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