Rachel Carter Partners With Sanctuary Wealth from Merrill Lynch
North Carolina-based, Award-Winning Senior Retirement Benefits Consultant to expand her corporate retirement practice and advocacy work at Sanctuary
Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Rachel Carter, ChFC®, C(k)P®, CPFA®, NQPA®, CRPS®, RICP®, a Senior Retirement Benefits Consultant who works exclusively in the corporate retirement plan space. Ms. Carter joins Sanctuary from Merrill Lynch Wealth Management, where she had been since 2014.
As a Senior Retirement Benefits Consultant, Ms. Carter partnered with non-designated advisors within the Merrill Lynch network to provide expertise and manage 401(k), defined benefit and defined contribution retirement plans. In her role, she provided full advisory services for corporate retirement plans, including investment advice and benchmarking, fiduciary consulting, participant advice and engagement, and financial wellness education.Read More