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Merrill Lynch Financial Advisor Thomas E Sullivan
1325 Franklin Avenue, Garden City, New York, United States
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About the Merrill Lynch Financial Advisor Thomas E Sullivan
Merrill Lynch Financial Advisor Thomas E Sullivan is a distinguished finance institution located at 1325 Franklin Avenue in Garden City, New York, United States. The institution is known for its exemplary client service and has been recognized by Forbes for its top wealth management teams in high net worth categories. Thomas E Sullivan, a CERTIFIED FINANCIAL PLANNER™ certificant with over 15 years of industry experience, leads a team of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. The team offers a range of services including portfolio design, stock strategies, estate planning, and lending solutions through Bank of America. As a Portfolio Manager, Thomas can help clients manage their investments on a discretionary basis. The institution's wealth management philosophy focuses on putting the investor at the center of their focus, tailoring financial strategies to individual goals and priorities. Clients benefit from personalized plans, access to investment insights from Merrill, and trust and fiduciary services from Bank of America Private Bank. The institution's approach to investing is grounded in understanding the client's unique needs and goals, ensuring that their financial approach evolves with their changing life circumstances. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, clients receive personalized plans and insights to help them achieve their financial goals. The institution also provides access to a Wealth Management Lending Officer from Bank of America, N.A. to assist with home lending needs. With a commitment to helping clients reach their goals and stay on track, Merrill Lynch Financial Advisor Thomas E Sullivan offers premier customer service, financial tools, and customized solutions to meet each client's individual needs.
Photos of Merrill Lynch Financial Advisor Thomas E Sullivan
1325 Franklin Ave 4th Floor, Garden City, NY 11530, United States
Opening hours of Merrill Lynch Financial Advisor Thomas E Sullivan
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
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