Individual RIA Firm Leaders
| Chief Executive Officer of the Year
Jim Dickson is a visionary who spent more than 20 years in senior positions with Merrill Lynch but was increasingly disillusioned with how the emphasis seemed to be shifting more on the corporate bottom line than helping clients achieve their evolving life goals. In response, he conceived Sanctuary Wealth’s model of partnered independence that allows advisors to own their businesses while also being partners in something bigger than themselves. Jim leads an accomplished senior management team that is directly involved in ensuring an optimal set-up for each partner firm, providing invaluable experience, expertise, and a genuine welcome to the partnership. Jim is a firm believer in ‘servant leadership,’ and the responsibility of the Sanctuary leadership team to be accountable to its partner firms and employees.