Rod Sullivan Email & Phone Number
Senior Wealth Advisor @ Charles Schwab
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Rod Sullivan Location
- Atlanta, GA, US
Rod Sullivan Work
- 2025 -now Senior Wealth Advisor @
- 2022 -2025 Private Client Advisor with J.P. Morgan Wealth Management @
- 2019 -2022 Financial Advisor @ VALIC Financial Advisors, Inc
- 2017 -2019 Personal Financial Representative @
- 2014 -2017 Registered Representative @
- 2007 -2014 Associate Broker @
- 1999 -2007 Associate Broker @
Rod Sullivan Education
- Georgia State University
- Central Michigan University
Rod Sullivan Skills
- Whole Life Insurance
- Sellers
- Public Speaking
- Wealth Preservation Planning
- Investments
- Financial Services
- Microsoft Word
- Microsoft Excel
- New Business Development
- Wealth Transfer Strategies
- Social Media Marketing
- Long Term Care Insurance
- Succession Planning
- Protection Planning/family Security
- Small Business
- 401k Rollovers
- Project Management
- Education Funding Strategies
- Business Insurance Planning
- Supplements To Employee Benefits
- Legacy Planning
- Income For Life
- 63 Licenses
- Series 6
- Rollovers
- Variable Products
- Tax Free Income
- 401 Rollovers
Rod Sullivan Summary
- Rod Sullivan, based in Atlanta, GA, US, is currently a Senior Wealth Advisor at Charles Schwab. Rod Sullivan brings experience from previous roles at J.P. Morgan Wealth Management, VALIC Financial Advisors, Inc, Allstate Financial Services, LLC and New York Life Insurance Company. Rod Sullivan holds a Georgia State University. With a robust skill set that includes Whole Life Insurance, Sellers, Public Speaking, Wealth Preservation Planning, Investments and more. Rod Sullivan has 3 emails and 2 mobile phone numbers on RocketReach.
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