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KEVIN R. SULLIVAN
CDFA®
Certified Divorce Financial Analyst®
Registered Principal
www.SullivanWealthManagement.com
Author, "Managing Income in Retirement" www.ManagingIncomeInRetirement.com
Founder, Retirement Income University. www.RetirementIncomeU.org
Securities Registrations:
Series 7, Series 24, Series 63 and Series 65
Insurance licenses: Life, Health & Variable Contracts
Professional Designations:
CDFA®, Certified Divorce Financial Analyst®
Professional Experience:
March 2007 - Present: Sullivan Wealth Management, Registered Principal.
2004-2007: Banc of America Investment Services, Inc. Financial Advisor and Assistant Market Director for Maine and New Hampshire.
1995-2004: McDonald Investments, KeyBank. Financial Advisor. Member of 401k Advisory Forum.
1989-1994: Prudential Insurance Co. Registered Representative
Personal Information:
Since 1987, Kevin has lived in the Winslow area. He began his career in the financial services industry in 1989. He is a perpetual student of the business and has won numerous awards for outstanding skills and leadership in every position he has held. Some of his highly regarded achievements are Financial Advisor of the Year and Outstanding Premier Banking & Investing Partner of the Year with Bank of America. He served as the Assistant Market Director for Maine and New Hampshire while affiliated with Bank of America, in which he trained and cultivated 24 financial advisors. He also was a member of the National 401k Advisory Forum at KeyBank/McDonald Investments.
He is a gifted musician, singer, & songwriter which led to the “Financial Symphony” concept. Kevin’s goal is to be a financial symphony resource for his clients.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Sullivan Wealth Management, LLC is an independent company.
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800.875.1760
