D. Sullivan Email & Phone Number

Financial Advisor, First Vice President, Investments @ Raymond James

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D. Sullivan Location

Naples, FL, US

D. Sullivan Work

2013 - now Financial Advisor, First Vice President, Investments @ Raymond James
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2006 - 2013 Financial Advisor @ Morgan Keegan
1999 - 2006 Financial Advisor @ Legg Mason
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1979 - 1999 Independent Trader 30 Year Treasuries @ Chicago Board of Trade
1974 - 1979 Analyst and Trader @ Nuveen, a TIAA company
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D. Sullivan Education

Northern Illinois University
Master of Business Administration (M.B.A.)
1969 - 1971
Northern Illinois University
Bachelor's Degree (Marketing)
1966 - 1969

D. Sullivan Skills

Strategic Financial Planning
Retirement Planning
Retirement Savings

401k
Traditional IRA
Roth IRA
IRAs
Financial Services
Stocks

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D. Sullivan Summary

D. Sullivan, based in Naples, FL, US, is currently a Financial Advisor, First Vice President, Investments at Raymond James. D. Sullivan brings experience from previous roles at Morgan Keegan, Legg Mason, Chicago Board of Trade and Nuveen Investments. D. Sullivan holds a 1969 - 1971 Master of Business Administration (M.B.A.) @ Northern Illinois University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Retirement Savings, 401k, Traditional IRA and more. D. Sullivan has 3 emails and 2 mobile phone numbers on RocketReach.

D. Sullivan Emails

Found 3 emails

D. Sullivan Phone Numbers

Found 5 phone numbers

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Top Raymond James Employees

Mercedes van Woerkom

COO and MD-Equity Research at Raymond James

Saint Petersburg, FL, US
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- raymondjames.com
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- +1 727-480-XXXX
- +1 516-665-XXXX
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Al Caudullo

Chief Operating Officer - Asset Management Services at Raymond James

Florida, United States
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- +1 727-567-XXXX
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