Connect with us

Live Business Updates

Marble Wealth Joins Sanctuary Wealth as First Partner Firm in Alabama



Sanctuary Wealth Logo

Next-Gen Partnership with $800 Million AUM UBS . Sanctuary’s third from

Indianapolis, August 12, 2022 /PRNewswire/ — Sanctuary Wealth, home of the next generation of elite mentors, welcomes its first team to Marble Wealth, Alabama. Based in Montgomery, the four-person team had more than $770 million in client assets under management as of July 31, 2022. The firm consists of Chief Executive Officer, Partner Matthew Murphy, CFP® and Chief Operating Officer, Partner Rebecca Baker, CFP. , who previously worked at UBS as Longleaf Wealth Management, and partner Adam Rogers, chief investment officer, was the first portfolio manager at Retirement Systems of Alabama.

“We are pleased to welcome Marble Wealth to Alabama as our first partners, but what is really important is what this team represents,” said Jim Dixon, CEO and Founder of Sanctuary Wealth, “They are a highly reliable next generation team with long careers ahead of them. Matthew and Rebecca built up an incredible practice as UBS employees and have now unlocked that asset by becoming business owners. In the mix Adding Adam’s portfolio management expertise will enable them to serve clients even more fully.”

Marble Wealth CEO Matthew Murphy spent his entire career spanning more than 14 years with UBS rising to the rank of Senior Vice President, Wealth Management. He is a Certified Financial Planner (CFP®) and graduate from Auburn University, where he earned a BS in Finance with a minor in Accounting. Matthew’s professional achievements include being included in the Forbes Top Next-Gen Best-in-State Wealth Advisors and Best-in-State Wealth Advisor lists as well as being in the UBS Top 35 Under 35.

“I started my career with UBS, learned the business there and had a great experience overall, but we feel that we are now ready to take the next step by setting up our own firm to serve customers, just as than they and we think is best for them,” explained Matthew Murphy, CFP®, Chief Executive Officer, Partner, Marble Wealth, “After extensive due diligence, we are convinced that aligning with Sanctuary is best for our clients and for us as business owners. The Sanctuary Wealth Model of Freedom of Participation provides the tools and resources our team needs to support our clients. Will allow you to go deeper with

“We chose Freedom because we wanted to be able to provide more solutions to our clients and advise them on all aspects of their financial lives.” Rebecca Baker, CFP®, Chief Operating Officer, Partner, Marble Wealth, “Sanctuary Money provides us with a wide range of resources to support us with compliance and other back-office tasks that do not directly touch our customers. Partnering with Sanctuary Wealth allows us to make the most of our time and energy. will be able to focus more directly on their customers.”

Chief Operating Officer Rebecca Baker spent more than six years with UBS as a financial advisor. He held a similar position with Morgan Stanley after starting his career and spending a decade with the full-service CPA firm of Aldridge, Borden & Co. His credentials include Certified Financial Planner (CFP®), Certified Exit Planner Advisor (CEPA) and Certified Public Accountant (CPA). He holds a bachelor’s degree in accounting from the University of Alabama and an MBA in accounting from Auburn University in Montgomery.

The firm’s third partner, Adam Rogers, served as administrator of the Pension Fund for Employees of the State of Alabama, administrator of the Pension Fund for Employees of the State of Alabama, and portfolio manager and equity with one of the 20 largest internally funded pension funds. Spent more than 17 years as an analyst. World. He is a Chartered Financial Analyst (CFA) and a graduate of the University of Alabama with a BS in Finance, Banking and Financial Services and an MA in Financial Risk Strategy from the University of Alabama, Manderson Graduate School of Business.

“I have spent my career preparing thousands of people for retirement, without meeting many of them, so the opportunity to work face-to-face with clients and make my investment experience work for them is very exciting to me, ” he said. Adam Rogers, Chief Investment Officer, Partner, Marble Wealth,

“Being independent is a bold decision and it is a relationship business. While a strong platform is a must, often times belief and culture are the deciding factors for individual advisors who choose Sanctuary Funds. Marble Wealth’s team and ours Regional Director Dylan Isaacs developed a strong relationship during their years together at UBS. I’m sure it’s made a difference.” Told Sanctuary Wealth President Vince Fertitta,

To learn more about Marble Wealth, please visit:

About Sanctuary Money

Sanctuary Wealth ( is the advanced platform for the next generation of elite advisors who have the entrepreneurial spirit to build and own their own practices and want the freedom to deliver the service their clients deserve. Sanctuary Wealth’s partnered Freedom ecosystem provides a complete technology and operations platform, as well as support from a community of like-minded advisors and invaluable resources from allied businesses. Currently, the Sanctuary Wealth Network includes partner firms in 27 states across the country with approximately $25 billion in assets under mentorship. Sanctuary Wealth consists of wholly owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment advisor, Sanctuary Securities, Inc. A FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.

source sanctuary funds




Spread the love
Click to comment

Leave a Reply

Your email address will not be published.