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Emily Hill

Advisor at Sanctuary Advisors, LLC

Updated today
Sanctuary Advisors, LLC logo

Firm

Sanctuary Advisors, LLC

Location

Lawrence, KS 66044

Credentials

CFP®, Series 66

Industry experience

23 years

About

Emily Hill is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC since 2020. Her prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, where she worked for over a decade. She serves as a board member for the Kansas Public Employees Retirement System, overseeing the state's $21 billion pension fund, and recently joined the board of the Kansas City Symphony Foundation to help oversee its endowment. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account structures and integrates multiple affiliated entities and strategic partnerships to deliver a broad range of financial solutions.

Client services

Based on Sanctuary Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sanctuary Advisors, LLC

Active portfolio management Options & derivatives strategies Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Sanctuary Advisors, LLC

Executive Founder/Business Owner

Fee options

Fixed

Financial planning fees may be fixed fee, negotiated per engagement.

Percentage

$10,000+: Up to 2.75% $50,000+: Up to 2.75% $100,000+: Up to 2.75% $250,000+: Up to 2.75%

Project-based

Financial planning fees offered on hourly basis, negotiated per engagement.

Performance-based

Performance-based fees charged only to Qualified Institutional Buyers (QIB) with at least $100 million in securities.

Other

Account minimum: $10,000

Location

611 W 9th Street

Lawrence, KS 66044

Most active in

Kansas · Texas

Work history

Sanctuary Advisors LLC

2020 - Present (6 years)

Sanctuary Securities, Inc.

2020 - Present (6 years)

Morgan Stanley Private Bank, National Association

2015 - 2020 (5 years)

Morgan Stanley Smith Barney

2009 - 2020 (11 years)

Morgan Stanley & Co., Incorporated

2007 - 2020 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Mark F

Series 63, Series 65

Eudora, KS

Tradewinds Investment Advisors, LLC

Active portfolio management Options & derivatives strategies Concentrated stock management
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Alejandro C

CFP®, Series 66

Lawrence, KS

Planning Trail Investments, LLC

Passive / index investing Active portfolio management

Kaylin D

CFP®

Lawrence, KS

Kaylin Dillon Financial Planning

Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨‍👩‍👧‍👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds

General retirement planning Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Founder/Business Owner Newlywed/Engaged Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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John K

Series 63, Series 65

Lawrence, KS

Wealth Management Consultants, LLC

Options & derivatives strategies Active portfolio management
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Doni M

Series 63, Series 65

Lawrence, KS

Mooberry Financial Management, LLC

General estate planning guidance General tax planning Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner
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Garrett H

CFP®, Series 66

Lawrence, KS

The Perspective Group

Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive Retired
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