The Sullivan Group is dedicated to helping generations of families navigate the complexities of their financial lives, throughout ever-changing market conditions. With a strong presence in the northeast and southeast markets, we are dedicated to serving our clients where they live and work. With decades of experience, we have prioritized delivering a personalized client experience that goes beyond investments, tailoring a team of industry professionals to provide resources around planning, philanthropy, banking, and lending.
Office locations in Hartford, CT and Tampa, FL, The Sullivan Group operates throughout the country, better serving our clients where they live, work and travel. We pride ourselves on being a holistic resource that business owners, entrepreneurs, and high-net-worth families require for the complexities of their financial lives. Being a good steward of their wealth, building relationships based on trust, transparency, and integrity is core to our approach.
APMA™, AWMA™, CFP®, CRPC™
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.
