Podcast Center
Video Center
Webcasts
Resource Center
Events
By 
February 24, 2020 at 05:09 PM
(Image: Thinkstock)
Robert Gilliland, a longtime Merrill Lynch advisor, has moved his $250 million team to Sanctuary Wealth’s network and platform.
The group’s new independent firm, Concenture Wealth Management, is based in Houston and includes Senior Wealth Advisor Karen Heider and Wealth Associate Codi Welch.
“Robert and I have a professional and personal relationship that goes back many years. I’m truly excited to have him join Sanctuary Wealth, especially as we strengthen our presence in our home state of Texas,” said Sanctuary Wealth President Vince Fertitta, in a statement.
Gilliland was with Merrill from 1995 to 2001, left for Citigroup for two years, and then was with Merrill again from 2003 to early 2020, according to FINRA BrokerCheck. Heider worked for Merrill from late 2014 to early 2020.
“Robert and his team represent the caliber of the elite wirehouse advisor we’re attracting to our platform, where our partner firms get all the resources and support they need to succeed, with the freedom and flexibility they long for,” said Fertitta, who was with Merrill from 1996 to 2019.
