Financial Advisor
CurrentTom Sullivan serves individuals and institutions throughout the U.S. with a commitment to provide the ultimate planning experience to help you reach your goals according to your values. You are more than a mind; You are an individual with unique talents, dreams, and passions. Tom believes in the tradition of "Cura Personalis," in Latin meaning "care for the whole person." He believes that we all must provide profound care and responsibility for one another, being attentive to each person's circumstances, concerns, and gifts. He works with you through life's many wealth transitions; whether due to stock options, job changes, divorce, inheritance, and helping you reduce the major frictions investors are prone to: mitigating taxes and headaches through smart planning and preparation. Delivering whole-person guidance, from behavioral finance consulting, optimizing checking and savings, creative financing for purchasing property, to overall wealth management and legacy planning, Tom recognizes that life is a series of marathons, not sprints. He believes in meeting personally and developing deeper long lasting relationships, enabling a better understanding of what is important to you. He believes that goals-based planning provides the confidence and fortitude you need to accomplish your goals while keeping you mentally comfortable in your ability to take on risk. This happens through mindful consideration and collaboration with Tom and the Merrill team.
