The Sullivan Group

Merrill Lynch Wealth Management
1325 Franklin Avenue
Floor 04
Garden City, NY 11530
(516) 877.8342
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  We can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
The Sullivan Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Thomas Sullivan
Managing Director, Wealth Management Advisor
Forbes "America’s Top Wealth Management Teams High Net Worth", 2022
(Published on November 8, 2022. Rankings based on data as of March 31, 2022.)
Forbes "America’s Top Wealth Advisors", 2022
(Published on August 24, 2022. Rankings based on data as of Mar 31, 2022.)
Barron's "Top 1,200 Financial Advisors", 2022
(Published on March 11, 2022. Rankings based on data as of September 30, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Financial Times "400 Top Financial Advisers", 2020
(Published on April 16, 2020. Rankings based on data as of June 30, 2019.)
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
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Meet Our Team
Thomas Sullivan
Managing Director, Wealth Management Advisor
516.877.8342
Charles Carson
Managing Director, Wealth Management Advisor
516.877.8229
Thomas Sullivan,

CFP®

Managing Director, Wealth Management Advisor
516.877.8335
Matthew Sullivan,

CIMA®

Senior Vice President, Senior Financial Advisor
516.877.8263
Christopher Walters
Senior Vice President, Senior Financial Advisor
516.877.8249
Steven R Ward
Assistant Vice President, Wealth Management Associate
516.877.8398
Stephanie R Johanson
Officer, Wealth Management Client Associate
516.877.8207
Rosalia Calderone
No Officer Title, Wealth Management Client Associate
516.877.8401
Jaime Mendieta
Registered Wealth Management Client Associate
516.877.8294
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.
Thomas J Humrich
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #832116
Jacqueline Goodman
Wealth Management Banking Specialist
Merrill
Christopher Caradec
Wealth Strategies Advisor
Bank of America, N.A.
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.

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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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.