Four veteran financial advisers have partnered to launch a new independent wealth management firm in town.
NobleVest Private Wealth LLC, a partner firm of Indianapolis-based Sanctuary Wealth Group LLC, brings together the experience of Morgan Stanley advisers Geoff Stufflebam, Ken Roberts and Shweta Agarwal with that of Kraig Bode, formerly with Ameriprise Financial Inc., according to a news release. The venture, which operates at 1650 S. Enterprise Ave., Ste. A, opened this month.
"It became increasingly clear in conversations with clients, especially over the last 24 months, that they needed more, and we felt that the best way to meet their evolving needs was to go independent," said Stufflebam, who’s worked the past 14 years with Morgan Stanley, in the release. "With Sanctuary, we'll have the freedom and flexibility to deliver a deeper level of client service than we could previously."
The four founding principles have an aggregate 70 years of financial advisory experience, as well as a combined $400 million in client assets under management, according to the release.
Senior Operations Manager Julie Billings rounds out the five-person team at NobleVest Private Wealth.
NobleVest offers financial and insurance planning, securities-based lending and other services, according to its website.
Sanctuary Wealth's network includes partner firms in 21 states with more than $17 billion in assets under advisement, according to the release.
417 Cocktails LLC moved; 7 Brew Coffee added its first shop in Lebanon; and Branson outlet store for Baltimore, Maryland-based sports apparel retailer Under Armour relocated.