Greg Sullivan Email and Phone Number
Greg Sullivan work email
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Greg Sullivan personal email
Greg Sullivan phone numbers
Wealth Management Advisor:Guiding individuals and families to be more effective in managing their investments, taxes and long term planning strategies has been my professional passion for over 35 years. Entrepreneur:In 1991 I co-founded SBSB with 3 great partners. At the time, it was a contrarian move -- to create a firm that was focused on the client instead of selling financial products. With my like-minded partners, we were among the first in the industry to adopt a fee-only model independent from commissions and back-end fees. Our goal is the same today as it was in 1991: that Every client be treated with respect and they receive the best advice by highly trained and skilled advisors who care and want to make a positive impact on their clients lives. We also strive to have Every employee proud and excited to be part of the SBSB team. I am very proud to say in 2021 SBSB became a part of Creative Planning who has the same belief in how to treat our clients and employees.Author/Speaker:With Wiley publishing company, I wrote a different kind of retirement book… "Retirement Fail: The 9 Reasons People Flunk Post-Work Life—and How to Ace Your Own". Having a successful retirement entails more than just accumulating wealth. The book covers 9 key financial areas that you should understand to avoid making a major financial mistake in retirement, including are you intentionally underliving your wealth! Professional Highlights:• Certified Public Accountant (CPA)• CERTIFIED FINANCIAL PLANNER™ professional• Barron’s Top 100 Independent Advisors• Washingtonian magazine’s Top Wealth Advisors in Washington, DC
Creative Planning
View- Website:
- creativeplanning.com
- Employees:
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Partner And Managing DirectorCreative PlanningMclean, Va, Us
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Partner / Managing DirectorCreative Planning Apr 2021 - PresentOverland Park, Kansas, Us
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Co-CeoSbsb Financial Advisors Jan 2019 - PresentMclean, Va, Us -
President And CeoSullivan, Bruyette, Speros & Blayney Jan 1991 - Jan 2019Located in Northern Virginia, SBSB is a leading financial advisory firm that works with families, attorneys, corporate executives, and entrepreneurs to help them prepare for the next phase of their financial lives. The clients we serve want to make sure they have a knowledgeable team helping them make smart financial decisions. We provide: • Financial planning • Portfolio management• Tax services• Fiduciary services
Greg Sullivan Skills
Greg Sullivan Education Details
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Penn State UniversityAccounting
Frequently Asked Questions about Greg Sullivan
What company does Greg Sullivan work for?
Greg Sullivan works for Creative Planning
What is Greg Sullivan's role at the current company?
Greg Sullivan's current role is Partner and Managing Director.
What is Greg Sullivan's email address?
Greg Sullivan's email address is gr****@****ing.com
What is Greg Sullivan's direct phone number?
Greg Sullivan's direct phone number is +170373*****
What schools did Greg Sullivan attend?
Greg Sullivan attended Penn State University.
What skills is Greg Sullivan known for?
Greg Sullivan has skills like Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning.
Who are Greg Sullivan's colleagues?
Greg Sullivan's colleagues are Jim Koenig, Paige Moon, Barbara Milam, Ahmad Youssef, Jake Mongler, Mba, Cfp®, Stacia Miller, Mba, Zeenat Hussain.
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