Michael Sullum, Crpc® Email & Phone Number

Boynton Beach, Fl, Us

Boynton Beach, Fl

Michael has more than 20 years of experience in the securities industry. He works with professionals, business owners, and retirees on how to effectively grow and protect their wealth. His clients reside across the country, as working with his clientele virtually has become extremely efficient. Michael is deeply focused on catering to each of his clients’ unique needs and implementing and managing their investment strategies and insurance solutions that are directly aligned with their goals. Whether it is diversified investment portfolio management or life insurance protection, Michael and his team take great pride in providing a much higher level of service, expertise, and choice than people have experienced elsewhere.

Boca Raton, Fl

Michael’s more than 20 years of experience in the securities industry ranges from working as a top proprietary trader with E*TRADE Financial to private wealth management. Michael and his team employ a disciplined, structured approach to developing a comprehensive financial plan that meets all their client’s unique needs, goals, and objectives. Through our open architecture platform, we have access to some of the highest caliber investment strategies as well as a full range of best of breed products available in the industry today.Michael holds the FINRA Series 7, 65, 63, and 55 securities registrations along with his life, health, and annuity license. He holds and maintains the CRPC® (Chartered Retirement Planning CounselorSM) designation and he has achieved President’s Club status as recognition for his high level of production.Originally from Scranton, Pennsylvania Michael moved on to graduate from the University of Delaware. He then worked outside of Manhattan as a proprietary trader before his move to Boynton Beach, FL. Michael, his wife Jennifer, and their children Carson and Sarah are avid fishermen who love the outdoors, hiking, swimming, snorkeling, traveling, and spending time with their family. They love the summers out West and plan on spending an increasing amount of time in a second home outside of Jacksonhole, Wyoming.

Boca Raton, Fl

As a financial advisor at MetLife, Michael’s main goal was to help his clients feel comfortable and confident that he was always looking out for their best interest. He was known throughout his agency for sourcing some of the most competitively priced life insurance products across all of the top carriers for his clients. During his time there Michael received the coveted Super Starter Award, as well as honors and recognition for being at the top of his peer group in each year he was there. Michael decided to make the move from MetLife to Lincoln Financial Advisors in order to add depth and a much greater level of independence to his growing practice, allowing him to provide a higher level of service to his client and continue to keep their best interest in mind.

Boca Raton, Fl

During his time at E*Trade, Michael was selected as one of the only proprietary traders in his region to teach others how to effectively trade securities. This level of trading took strict discipline and patience, two virtues that Michael employed well. Michael parted ways with the firm when he decided that he wanted a future that encompassed more interaction with clients and a little less with computers 24hrs day.

New York

Michael began his investment career with domestic securities as a proprietary trader. In less than 2 years he was recruited to a larger firm with greater opportunities.

Bachelor Of Science, Business Administration

High School