Owner And Managing Partner
Wealth Management Independence
Produce editorial and training content for the wealth management industry.
Jul 2021 - Aug 2024
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Paul Sullivan Email & Phone Number
Founder & Managing Partner | Helping Wirehouse Financial Advisors Transition Seamlessly | Expertise in Holistic Wealth Management & Growth Strategies
1 work email found
@tsgfin.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Role
Founder & Managing Partner | Helping Wirehouse Financial Advisors Transition Seamlessly | Expertise in Holistic Wealth Management & Growth Strategies
Location
New York, United States
Who is Paul Sullivan? Overview
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Quick answer
Paul Sullivan is listed as Founder & Managing Partner | Helping Wirehouse Financial Advisors Transition Seamlessly | Expertise in Holistic Wealth Management & Growth Strategies based in New York, United States. AeroLeads shows a work email signal at tsgfin.com and a matched LinkedIn profile for Paul Sullivan.
Paul Sullivan previously worked as Owner and Managing Partner at Wealth Management Independence and Partner & Managing Director at Steward Partners Global Advisory. Paul Sullivan holds Bachelor Degree from The College Of New Jersey.
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Email format at tsgfin.com
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{first_initial}{last}@tsgfin.com
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AeroLeads found 1 current-domain work email signal for Paul Sullivan. Compare company email patterns before reaching out.
Profile bio
About Paul Sullivan
As the founder and managing partner of Wealth Management Independence (WMI), I lead a boutique Wall Street firm dedicated to empowering Financial Advisors in the Independent Channel. I publish biweekly industry-specific editorials on LinkedIn and provide educational resources to help Advisors understand the benefits of transitioning to independence.With three years of experience at Steward Partners and Sanctuary Wealth, I have honed my ability to guide Advisors from traditional Big 4 firms to the Independent Channel. Prior to that, I spent 34 years at Merrill Lynch as Managing Director and Market Executive; the last 12 years leading the firm's flagship office - SD Financial in NYC.On a personal note, my wife, Katie, and I live in Manhattan and enjoy our summer home in Beach Haven, NJ. I’m passionate about golf, fishing, travel, and history.If you’re a Financial Advisor considering independence, I’d love to connect. Reach out to discuss how WMI can support your journey.
Listed skills include Teaching, Wealth Management, Sd, Speeches, and 2 others.
9 roles · 41 years
Paul Sullivan work experience
A career timeline built from the work history available for this profile.
Partner & Managing Director
Steward Partners is a premier platform provider for independent full-service financial advisors.
Jun 2023 - Jul 2024
Regional Managing Director (East Coast)
Sanctuary Wealth is a premier platform provider for independent full-service financial advisors.
2021 - 2023
~2 yrs
Sd Financial Center, Nyc, Managing Director And Market Executive
2008 - 2020
~12 yrs
Short Hills, Nj Market, Managing Director And Market Executive
2001 - 2008
~7 yrs
La Jolla, Ca Market, Director And Market Executive
1998 - 2001
~3 yrs
Indianapolis, In Market, Associate Director
1996 - 1998
~2 yrs
Doylestown Pa Office, Financial Advisor
1988 - 1996
~8 yrs
Sd Financial Center, Nyc, Client Associate
1986 - 1988
~2 yrs
1 education record
Paul Sullivan education
-
The College Of New Jersey
FAQ
Frequently asked questions about Paul Sullivan
Quick answers generated from the profile data available on this page.
What is Paul Sullivan's role at their current company?
Paul Sullivan is listed as Founder & Managing Partner | Helping Wirehouse Financial Advisors Transition Seamlessly | Expertise in Holistic Wealth Management & Growth Strategies.
What is Paul Sullivan's email address?
AeroLeads has found 1 work email signal at @tsgfin.com for Paul Sullivan.
Where is Paul Sullivan based?
Paul Sullivan is based in New York, United States.
What companies has Paul Sullivan worked for?
Paul Sullivan has worked for Wealth Management Independence, Steward Partners Global Advisory, Sanctuary Wealth, and Merrill Lynch Wealth Management, Bank Of America Corporation.
How can I contact Paul Sullivan?
You can use AeroLeads to view verified contact signals for Paul Sullivan, including work email, phone, and LinkedIn data when available.
What schools did Paul Sullivan attend?
Paul Sullivan holds Bachelor Degree from The College Of New Jersey.
What skills is Paul Sullivan known for?
Paul Sullivan is listed with skills including Teaching, Wealth Management, Sd, Speeches, Recruiting, and Editorials.
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