Deborah Sullivan Email and Phone Number
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Deborah Sullivan has provided financial advice to clients since 1985. She joined RBC Wealth Management in late 2014, after seven years with Morgan Stanley Wealth Management (and its predecessor firms) and over 21 years with Hefren-Tillotson, Inc. Deborah focuses her practice on providing comprehensive financial planning services to high-net-worth individuals, corporate executives, small business owners, and endowments. That experience, combined with her accreditation as a CERTIFIED FINANCIAL PLANNER (TM) professional qualifies her to serve the multi-dimensional needs of affluent individuals and families.Ms. Sullivan's credentials also include keynote speaking engagements and appearances on radio and TV financial programs such as KDKA-AM 1020 Radio’s “Your Money and You” and WPXI-TVs “Our Region’s Business” with Bill Flanagan. She has also hosted public seminars and in-house workshops on long-term care insurance and retirement planning for major corporations in Southwestern Pennsylvania.Deborah is a Senior Vice President and is the lead Financial Advisor of the Sullivan Group at RBC Wealth Management and manages $225 million in client assets as of September 21, 2020. She was a member of the Century Club, a distinction reserved for selected Financial Advisors at Morgan Stanley. Deborah has also achieved RBC Wealth Management's Chairman's Council, which includes the top 150 financial advisors in the firm.
Rbc Wealth Management
View- Website:
- rbcwealthmanagement.com
- Employees:
- 8199
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Managing Director - Financial AdvisorRbc Wealth ManagementCanonsburg, Pa, Us -
Senior Vice President - Financial AdvisorRbc Wealth Management Oct 2014 - PresentGreater Pittsburgh AreaPlease visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. -
Senior Vice President - Financial AdvisorMorgan Stanley Apr 2007 - Oct 2014Upper St. Clair -
Vice President - Director Of Financial PlanningHefren-Tillotson, Inc. Oct 1985 - Apr 2007Pittsburgh, Pa
Deborah Sullivan Education Details
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The Pennsylvania State UniversityBiochemistry -
The University Of HoustonBusiness Adminstration
Frequently Asked Questions about Deborah Sullivan
What company does Deborah Sullivan work for?
Deborah Sullivan works for Rbc Wealth Management
What is Deborah Sullivan's role at the current company?
Deborah Sullivan's current role is Managing Director - Financial Advisor.
What is Deborah Sullivan's email address?
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What is Deborah Sullivan's direct phone number?
Deborah Sullivan's direct phone number is +172454*****
What schools did Deborah Sullivan attend?
Deborah Sullivan attended The Pennsylvania State University, The University Of Houston.
Who are Deborah Sullivan's colleagues?
Deborah Sullivan's colleagues are Diana Frizell, Reixach Don, Ben Taylor, Erica Bennett, Tiffanie Sojourner, Rachael Cannady, Mathivannan Selvaraja.
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Deborah Sullivan
Brooklyn, Ny -
Deborah Sullivan
Ba In Social Impact | Assistant Director Of Admissions Events And Strategic PartnershipsBeverly, Ma1gordon.edu -
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