Greg Sullivan Email & Phone Number
Financial Advisor, Senior Vice President - Investment Officer @ Wells Fargo Advisors
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Greg Sullivan Location
- Springfield, MO, US
Greg Sullivan Work
- 2016 -now Financial Advisor, Senior Vice President - Investment Officer @
- 2011 -2016 Senior Vice President - Investments @
- 1992 -2011 Branch Manager @ A.G. Edwards & Sons, Inc. (and successors)
Greg Sullivan Education
- The University of Texas at Arlington 1982-1987
- Wethersfield High School
Greg Sullivan Skills
- Asset Allocation
- Estate investment Planning
- Financial Advisory
- Fixed Income Strategies
- Investment Planning
- Investments
- Multigenerational Wealth Planning
- Retirement
- Retirement Planning
- Securities
- Stock Analysis
- Wealth Preservation Planning
- Customer Service
- Team Building
- 401(k) Planning
- 401K Rollovers
- 401K Planning
- Teaching
- Event Planning
- Microsoft Office
- PowerPoint
- Research
- Social Media
- Public Speaking
- Event Management
- Fundraising
- 401 Planning
Greg Sullivan Summary
- Greg Sullivan, based in Springfield, MO, US, is currently a Financial Advisor, Senior Vice President - Investment Officer at Wells Fargo Advisors. Greg Sullivan brings experience from previous roles at Benjamin F. Edwards & Co. and A.G. Edwards & Sons, Inc. (and successors). Greg Sullivan holds a 1982 - 1987 The University of Texas at Arlington. With a robust skill set that includes Asset Allocation, Estate investment Planning, Financial Advisory, Fixed Income Strategies, Investment Planning and more. Greg Sullivan has 3 emails and 3 mobile phone numbers on RocketReach.
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