Andrew Sullivan Email & Phone Number

Andrew specializes in wealth management, including generating comprehensive financial plans, constructing well-designed and efficient portfolios to address clients’ needs and reallocating those portfolios, as appropriate, due to significant changes in the market and/or changes to a client’s personal situation. He serves clients by building relationships, offering expertise and sharing a vision. As Managing Partner of SSWM, he provides vision, leadership and management for the firm.Securities offered through LPL Financial. Member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to website section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness. For a list of states in which we are registered to do business, please visit www.sullivanandschlieman.com.

Andrew built and developed a complex financial practice through aggressive networking and building of client base via a team approach.Recognized as #1 national top producer representative (out of 650) for revenue generation, 2001, 2007, 2008, he developed and implemented financial goals for clients with secure, strategic approaches for close to two decades.

Bba, Finance

Mba, International Business

Certified Financial Planner