Merrill Lynch Financial Advisor Thomas P Sullivan

Merrill Lynch Financial Advisor Thomas P Sullivan is a reputable finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution takes pride in its advisors who have received recognition from financial industry publications and Bank of America Corporation for their exemplary client service.

Thomas P Sullivan, with over 15 years of industry experience, leads a team of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. He helps individuals, families, and family offices with a thoughtful and purposeful approach to their wealth management. Tom's expertise includes portfolio design, stock strategies, estate planning, and access to lending services through Bank of America.

As a CERTIFIED FINANCIAL PLANNER™ and qualified Portfolio Manager at Merrill, Tom offers personalized strategies to help clients pursue their financial objectives. He is actively involved in supporting the Epiphany School Foundation and enjoys playing golf and reading in his free time.

The Sullivan Group at Merrill Lynch Wealth Management offers advice and guidance based on clients' goals and priorities, placing the investor at the center of their focus. They provide personalized financial strategies designed to help clients pursue their goals and adjust their approach over time as needed.

By understanding clients' unique situations and priorities, The Sullivan Group works with clients to develop individualized plans that reflect their needs. The team leverages the resources of Merrill, Bank of America Private Bank, and Bank of America to offer investment insights, trust services, and lending solutions tailored to each client's goals and preferences.

Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, The Sullivan Group gets to know clients better as investors, helping them refine their preferences and build personalized financial approaches. Regular check-ins and reviews ensure that clients' financial approaches are aligned with their changing goals and priorities.

With access to a Wealth Management Lending Officer from Bank of America, N.A., The Sullivan Group can assist clients with their home lending needs. Their comprehensive approach, premier customer service, and financial tools cater to clients' unique circumstances, providing a personalized and goal-focused wealth management experience.