Thomas Sullivan

WORK HISTORY

EDUCATION

ABOUT THOMAS SULLIVAN

I currently work with individuals, families, business owners and corporate executives regarding all financial matters so they can focus on their health, loved ones, hobbies and of course their careers. What are financial matters? • Advisory services is not limited to just investment advice or portfolio management • Provide various lending solutions• We work with your estate planning and trust needs• Tax planning strategies• Create a financial plan with continuous monitoring (and many more)My professional experience in the financial services industry surpass 20 years; predominately within portfolio management and institutional equity sales. Initially educated with growth style investment philosophy and process as an analyst/portfolio manager, the knowledge of other equity styles and asset classes were learned from conducting business with those respective fund managers and colleagues. Please visit my website for more details. Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to the securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc, member New York Stock Exchange/SIPC​. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm