“By opting for Sanctuary’s independence in partnership, The Longo Group will have its business and flexibility in the way it serves its consumers, but will not be alone,” said Jim Dickson, CEO and founder of Sanctuary Wealth. “Our platform can provide the services, answers and generation they want to give their consumers what they deserve. We are excited to welcome The Longo Group to Sanctuary as we expand our presence along the Gulf Coast and help them realize their full expansion potential. “
“I grew up in this corporate learning that it all starts with the visitor and it’s a philosophy that I’ve adhered to my career. What attracted me to Sanctuary in the first position is that corporate is based on the same principle.” said Ted Longo, president and senior wealth management adviser at The Longo Group. “I know and respect the other people who have run Sanctuary for many years and I felt comfortable immediately because we speak the same language. My biggest fear of independence was the transition of accounts receivable, as we have a vital and complicated visitor base. But Lili Kaufmann, Director of Transitions at Sanctuary, is a user I’ve worked with long before and who is a close friend. I felt like my clients might not be in better hands.”