Daniel Sullivan
I work with motivated individuals to uncover and prioritize financial goals, create a plan that is designed to reach those goals, and then execute on that plan.The aim of my process is to reduce stress and provide clarity and education when it comes to complicated financial topics, from home purchases to retirement to compensation plans. When things are clear and simple, making good decisions becomes easy!
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
