401k Plan Advisors

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.

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