Sullivan & Associates

Merrill Lynch Wealth Management
301 Tresser Blvd
Floor 10
Stamford, CT 06901
(203) 356-8615
Learn more about an advisor's background on
Sullivan & Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Sullivan & Associates
Merrill Lynch Wealth Management
Welcome

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.

About Us
Philosophy

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.

Meet Our Team
Michael Sullivan,

CFP®, CRPC™

Senior Vice President, Wealth Management Advisor
203.356.8626
Erin Newlin
Wealth Management Client Associate
203.356.8615
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeffrey Wiedmann
Wealth Strategies Advisor
Brendan Duffy
Investment Solutions Group Portfolio Strategist
Matthew Bennett
Wealth Management Banking Specialist
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.