he Soteris Private Wealth team is led by Joshua Erickson and Robert Montierth, according to the announcement. The Walnut Creek-based team also includes junior broker Philip Gomez and support staff Ashley Marcelino and Rachel Erickson, Josh’s wife. They produced $4.5 million in annual revenue, Joshua Erickson confirmed.

Source: Sanctuary Adds $800M Merrill Team in California – AdvisorHub