Tyler Sullivan
Financial Advisor, Alex Brown @Raymond James
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WORK HISTORY
Financial Advisor, Alex Brown @Raymond James
Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm
EDUCATION
Farmingdale High School
High School Diploma
Stevenson University
Bachelor of Business Administration - BBA, Accounting and Finance
ABOUT TYLER SULLIVAN
Tyler A. Sullivan is a Wealth Management Associate and joined Capital Financial Partners in January 2023. Tyler is responsible for client service requests, client meeting preparation, client onboarding, and the day-to-day operational needs of the firm. Tyler also helps prepare and develop comprehensive financial plans to reflect our clients’ specific goals and objectives.For our ultra-high net worth clients - you may face a broader and more complex set of wealth management challenges. We work with our partners and other robust resources to help you address these needs and formalize the management, structure, and oversight of your personal finances. Our approach includes an emphasis on family dynamics, asset protection strategies and business succession planning, with a focus on helping you transfer your assets efficiently and supporting the causes and institutions you care about most.Tyler is originally from Long Island, New York and received a bachelor’s degree in Business Administration with a Finance track and a minor in Accounting from Stevenson University. Tyler was also a member of the varsity Men\'s Lacrosse Team at Stevenson University where he played all four years and was two-time MAC All-Conference. Tyler was also a member of the Stevenson Accounting Association at Stevenson University. When not working Tyler enjoys spending time with his friends and being outside. Tyler also enjoys watching sports and playing golf on his free time. Tyler SullivanEmail:
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