Brian Sullivan
Part-time Instructor at Georgia State University
Based in Atlanta, United States
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Seniority
Staff
Department
Education
Location
Atlanta
Industry
Higher Education
Company size
13K
Contact information
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b•••••••@gsu.edu
Phone
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Background
About Brian Sullivan
Brian began his investment advisory career in 1993. Prior to joining Mercer Advisors, he gained diverse experience addressing the needs of high-net-worth individuals, charitable organizations, and corporations as an investment advisor at Bank of America Merrill Lynch and more recently at a small boutique advisory firm. Brian’s areas of expertise include retirement planning, asset allocation, and tax advantaged investments. He received his undergraduate degree in Government from Hamilton College and his MBA from Kennesaw State University. Brian also holds the FINRA Series 65 license, and is an Enrolled Agent as designated by the Department of the Treasury Internal Revenue Service.
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