Paul Sullivan work email
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Paul Sullivan personal email
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.
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Owner And Managing PartnerWealth Management Independence Jul 2021 - Aug 2024Produce editorial and training content for the wealth management industry.
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Partner & Managing DirectorSteward Partners Global Advisory Jun 2023 - Jul 2024New York, Ny, UsSteward Partners is a premier platform provider for independent full-service financial advisors. -
Regional Managing Director (East Coast)Sanctuary Wealth 2021 - 2023Indianapolis, Indiana, UsSanctuary Wealth is a premier platform provider for independent full-service financial advisors. -
Sd Financial Center, Nyc, Managing Director And Market ExecutiveMerrill Lynch Wealth Management, Bank Of America Corporation 2008 - 2020New York, Ny, Us -
Short Hills, Nj Market, Managing Director And Market ExecutiveMerrill Lynch Wealth Management, Bank Of America Corporation 2001 - 2008New York, Ny, Us
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La Jolla, Ca Market, Director And Market ExecutiveMerrill Lynch Wealth Management, Bank Of America Corporation 1998 - 2001New York, Ny, Us
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Indianapolis, In Market, Associate DirectorMerrill Lynch Wealth Management, Bank Of America Corporation 1996 - 1998New York, Ny, Us
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Doylestown Pa Office, Financial AdvisorMerrill Lynch Wealth Management, Bank Of America Corporation 1988 - 1996New York, Ny, Us
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Sd Financial Center, Nyc, Client AssociateMerrill Lynch Wealth Management, Bank Of America Corporation 1986 - 1988New York, Ny, Us
Paul Sullivan Skills
Paul Sullivan Education Details
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The College Of New JerseyBachelor Degree
Frequently Asked Questions about Paul Sullivan
What is Paul Sullivan's role at the current company?
Paul Sullivan's current role is Founder & Managing Partner | Helping Wirehouse Financial Advisors Transition Seamlessly | Expertise in Holistic Wealth Management & Growth Strategies.
What is Paul Sullivan's email address?
Paul Sullivan's email address is ps****@****fin.com
What schools did Paul Sullivan attend?
Paul Sullivan attended The College Of New Jersey.
What skills is Paul Sullivan known for?
Paul Sullivan has skills like Teaching, Wealth Management, Sd, Speeches, Recruiting, Editorials.
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