Kelley Sullivan Email & Phone Number
Financial Advisor, Vice President @ Merrill Lynch
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Kelley Sullivan Location
- Stuart, FL, US
Kelley Sullivan Work
- 2020 -now Financial Advisor, Vice President @
- 2016 -2020 Financial Advisor @
- 2011 -2016 Financial Advisor @
Kelley Sullivan Education
- East Carolina State University
Accredited Certificate Program
1993-1994 - North Carolina State University
Bachelor's Degree
1986-1990
Kelley Sullivan Skills
- Insurance
- Investment Strategies
- Investments
- Finance
- Wealth Management
- Portfolio Management
- Retirement Planning
- Wealth
- Mutual Funds
- Asset Allocation
- Financial Planning
- Leadership
- Project Management
- Marketing Strategy
- Financial Analysis
- Series 7
- Wealth Strategies
- Financial Strategies
- Portfolio Analysis
Kelley Sullivan Summary
- Kelley Sullivan, based in Stuart, FL, US, is currently a Financial Advisor, Vice President at Merrill Lynch Wealth Management. Kelley Sullivan brings experience from previous roles at Edward Jones and Wells Fargo Advisors. Kelley Sullivan holds a 1993 - 1994 Accredited Certificate Program @ East Carolina State University. With a robust skill set that includes Insurance, Investment Strategies, Investments, Finance, Wealth Management and more. Kelley Sullivan has 2 emails and 2 mobile phone numbers on RocketReach.
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