Greg Sullivan Location
McLean, VA, US
Greg Sullivan Work
- 2026 - now Partner @ Creative Planning
- 2019 - now Co-CEO @ SBSB Financial Advisors
- 2021 - 2026 Partner and Managing Director @ Creative Planning
- 1991 - 2019 President and CEO @ Sullivan, Bruyette, Speros & Blayney
Greg Sullivan Education
- Penn State University
BS (Accounting)
1975 - 1979
Greg Sullivan Skills
- Investment Advisory
- Retirement Planning
- Wealth Management
- Investment Strategies
- Financial Planning
- Marketing Communications
- Management
- Personal Finance
- Wealth Management Services
- Microsoft Excel
Greg Sullivan Summary
Greg Sullivan, based in McLean, VA, US, is currently a Partner at Creative Planning. Greg Sullivan brings experience from previous roles at SBSB Financial Advisors, Creative Planning and Sullivan, Bruyette, Speros & Blayney. Greg Sullivan holds a 1975 - 1979 BS in Accounting @ Penn State University. With a robust skill set that includes Investment Advisory, Retirement Planning, Wealth Management, Investment Strategies, Financial Planning and more. Greg Sullivan has 5 emails and 1 mobile phone numbers on RocketReach.
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Rodney Balbuena
Managing Director at Creative Planning
Los Angeles, CA, US23
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