Rory Osullivan
Private Wealth Advisor at Mainspring Wealth Advisors, LLC
- Role
- Private Wealth Advisor at Mainspring Wealth Advisors, LLC.
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Rory Osullivan
It is my responsibility to help people work toward attaining financial independence. Understanding what is important to our clients and the nuances of their current financial situation gives me the ability to help position them for the future. I spend time projecting different financial scenarios so that our clients can focus on doing what they are passionate about.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htmCertified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Experience
Private Wealth Advisor
Mainspring Wealth Advisors, LLC.
Jul 2024 — Present · Seattle, WA, US
Education
Wisconsin School of Business
Bachelor of Business Administration (B.B.A.), Economics, Finance & Investment Banking
2010 — 2014
Marquette University
Master of Business Administration - MBA, Business Administration and Management, Finance Specialization
2016 — 2018
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