Robert Sullivan Email & Phone Number

Rob Sullivan is a Managing Director - Investment Officer with Wells Fargo Advisors.Mr. Sullivan has extensive investment advisory experience, helping individuals and families achieve their unique financial goals. Prior to joining Wells Fargo Advisors in 2016, Mr. Sullivan spent nearly five years as a financial advisor at Merrill Lynch. Previously, he worked for a compensation consulting firm, Radford, valuing and recommending annual equity awards.Services include asset management, investment planning, retirement planning, self-directed accounts and providing clients with access to lending and banking services through Wells Fargo affiliates. He has over $345,000,000 of investments under management (as of 6/26/2024).He graduated with honors from the University of California at Berkeley with a Bachelor of Arts in Environmental Economics, and was a member of a ranked NCAA football team and national champion rugby team. Many years later he now contents himself with being in the back row (and middle row, when he feels ambitious) of spin class.Wealth Management Experience: Since 2010. CA Insurance License Number 0G98683. Resident State: CA.This information is intended for use by residents of AR, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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  Managing Director – Investments, Senior Financial Advisor

  Wells Fargo Advisors

  Dec 2016 - Present

  • Please contact me by e-mail Robert.M.Sullivan@WellsFargo.com or by Phone 415 396 3133.