$700M Merrill FAs Depart to Sanctuary

Joseph John "JJ" Marus and Lauren Norris, former advisors at Merrill Lynch managing $700 million in assets, have left the wirehouse to establish their own firm, Vincita Investment Partners, via Sanctuary Wealth.

Based in Greensboro, North Carolina, the duo aims to leverage their extensive experience, with Norris having spent her entire nine-year career at Merrill and Marus having a decade at Merrill after a three-year tenure at Goldman Sachs. Both Marus and Norris bring not only financial expertise but also distinguished athletic backgrounds to their new venture; Marus is a former U.S. Olympic trials swimmer, and Norris is an all-American lacrosse player and coach.

The name Vincita translates to "winning" or "victory" in Italian. The new firm will cater to business owners, C-suite executives, and many others. Both Marus and Norris hold a combination of designations which include CEPA, CPWA, CRPC, CFP, and CPFA respectively.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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