June 25th marks our first anniversary. It seems as though it was just yesterday that I put my trust in you, my clients, and decided to take the leap of faith to start mFORCE Capital. I can say that with all its challenges, late nights, and unanticipated turns and twists, it has been worth it. My team has successfully transitioned more than 90% of the assets I managed while at Merrill Lynch.
I am especially grateful for every one of you that made this transition with me. Your loyalty has made this dream a reality and I can’t say “Thank you” enough. I know the move to independence will benefit each of you along the way as we move through life together. The move to partnered independence opened a vast network of resources. It is through these partnerships and resources that we will continue to offer enhanced investment solutions in both challenging and stable market conditions.
To my new mFORCE family members, I am thrilled that you joined us in our inaugural year. We have so much to offer you and my team looks forward to growing alongside you.
Our goal is to deliver honest, clear and concise information in a way that improves the quality of life for our clients. We will continue to provide impeccable service and objective, thoughtful advice along with best-in-class solutions.
I look forward to the coming year and all the successes it will bring. We are here to help you maneuver through life’s financial complexities and serve you in any way we can.
Thank you for placing your trust in us!
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Adviser. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
Joe earned his Master of Business Administration from the University of Iowa. He has passed the Series 65 securities exam, is a Retirement Income Certified Professional, and holds life and health insurance licenses in Arkansas. Prior to establishing Marriott Wealth Advisors, he was a senior vice president and complex manager for two large Wall Street financial firms.
Outside of the office, Joe is an advocate for the homeless and previously served on an executive committee for a homeless organization in Little Rock. He believes in mentoring young people and has coached 22 different athletic teams. Joe has five children and three grandchildren.
Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., a SEC Registered Investment Advisor. mFORCE Capital is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
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