Mark Sullivan Email & Phone Number

Imagine standing at the crossroads of someone’s financial dreams and the reality they live in every day. That’s where I find myself, helping to bridge the gap between aspirations and reality, crafting financial journeys designed for independence. When asked why I chose the financial industry as my profession, there are several reasons that come to mind. First and foremost is the fulfillment I get from helping people pursue the financial goals they desire – that they may seek to enjoy a life well lived where there is enjoyment, laughter and learning, good relationships and the contentment of overcoming obstacles by making smart decisions. Here are some things you should know about me: I love seeing how all aspects of the business work and the positive effects they can have on my clients. I enjoy using my financial industry training and knowledge of economics to help each family and individual I serve understand the long-term investment strategies I provide and the tradeoffs that each option offers.My clients know that I am dedicated to being their trusted advisor who provides advice to help them address the important financial matters in their lives.I believe there are four main distinctions that set me apart from many other advisors. First, is the depth of investment offerings and experienced money managers at Raymond James. Having this access means I have choices for the risk/reward ratio that I seek for my clients’ best results. I am willing to challenge commonly accepted industry beliefs, and I believe this gives me an objective perspective on investing and how strategies may or may not fit each client’s individual goals and situation. My purpose-driven approach to investing guides my strategy and decision-making in the pursuit of long-term returns and mitigated risk. I spend considerable time conducting analysis of investment strategies for my clients and explaining how they can affect their lives.On a personal note, I am from Louisville, Kentucky, and now live in the Atlanta suburbs with my wife, Carla. We have two children, Kristen and Pierce. In my free time, I enjoy tennis, skiing and travel. I am also a member of the Rotary Club as well as Mount Pisgah Methodist Church, where I held a leadership role in establishing several ministries, and Perimeter Church, where I served on various committees.

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  Vice President, Wealth Management

  Raymond James

  Sep 2021 - Present

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