Verified recordFinancial Services

Michael Sullivan

Wealth Management Advisor, Senior Vice President at Merrill Lynch

Based in Stamford, United States

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Seniority

Director

Department

Finance & Accounting

Location

Stamford

Industry

Financial Services

Company size

35K

Contact information

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Email

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m•••••••@ml.com

Phone

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Background

About Michael Sullivan

Michael Sullivan, CFP® Wealth Management Advisor, joined Merrill in as a Financial Advisor located in Stamford, Connecticut. He is a 43-year resident of Fairfield County and has more than 29 years of experience in the financial services industry. He is a graduate of Brunswick School in Greenwich, Connecticut, and holds a bachelor of arts degree from Lehigh University. Michael and his family reside in Old Greenwich, CT. While pursuing his professional career, Mr. Sullivan graduated with a diploma in Commercial Real Estate Finance from New York University, attended the Trust Fundamentals Program at the Cannon Financial Institute, and successfully obtained the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc. In 2011, Michael refined and advanced his professional skills centering on the pressing subject facing clients, namely retirement planning. He successfully obtained the Chartered Retirement Planning Counselor™, CRPC™ designation through the College for Financial Planning.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

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