John W. Sullivan, CFP®
Vice President
Wealth Management Advisor
John has been a Financial Advisor since 1995, joining Merrill Lynch Wealth Management in 2008. His focus is on developing strategies and recommendations based upon a clients risk tolerance, time horizon, liquidity needs and overall investment goals. He works with high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial objectives.
John’s approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client’s income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.
John is a 1992 graduate of The University of Georgia with degrees in English and Political Science. John is also a graduate of The Professional Financial Planner Program at Oglethorpe University. He has attained the CERTIFIED FINANCIAL PLANNER™, CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc. When he is not spending time with his wife Aimee, daughter Reese and son Jack, he enjoys reading, golfing, and flying.
Asset allocation does not ensure a profit or protect against loss in declining markets.
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.
