Matt Sullivan
Wealth Advisor Associate @William Blair
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WORK HISTORY
Wealth Advisor Associate @William Blair
Chicago, IL, US
EDUCATION
University of Chicago
Financial Management and Decision-Making for the 21st Century Certificate
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance, Spanish Minor
ABOUT MATT SULLIVAN
Key Offerings• Personalized guidance.• Low-cost, tax-optimized, and transparent investment strategies.• Financial Planning, Tax Planning, Estate Planning Coordination• Retirement Planning• IRA rollovers, 401k Rollovers• Stock option & RSU planning.Matt is a Wealth Advisor living and working in Chicago. Matt focuses his energy on serving clients, creating financial plans, investments, and meeting new people. He has the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society Chicago.
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