Sullivan & Associates
Our team enhances the client experience by drawing upon our various distinct backgrounds and areas of focus. This, combined with sophisticated Merrill Lynch Wealth Management strategies, permits us to address the evolving objectives of our clients throughout the various stages of their unique financial journeys. The affluent clientele that we serve face numerous complex challenges broadly categorized as wealth accumulation, retirement income distribution, and planning for the next generation. Clients seek advice and guidance to help construct a financial blueprint that serves as the cornerstone of a personalized and fully integrated plan that works in concert with the counsel of their other trusted advisors, namely their CPA and attorney. Our team prides itself on providing a consistent and customized level of service to meet the needs of our clients.
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
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.
