Thomas Sullivan

Thomas Sullivan

Formal First Name

Thomas Sullivan has over 40 years of experience in the financial services industry. As a Managing Director and Wealth Management Advisor from Merrill Lynch, he assists a select group of affluent clients with investment planning, estate and wealth transfer planning strategies. Thomas also develops personalized strategic solutions based upon risk tolerance, time horizon, liquidity needs, and overall investment goals to address the complex needs of individuals with substantial wealth.

Professional Experience

Academic History

  • Forbes America's Top 250 Wealth Advisors 2017
  • Barron's Top 1,200 Financial Advisors 2018
  • Forbes Best-in-State Wealth Advisors 2018
  • Financial Times Top 400 Financial Advisors 2018
  • Forbes America's Top Wealth Advisors 2020
  • Forbes Best-in-State Wealth Advisors 2020