Kevin Sullivan, AIF® has been a wealth advisor since July 1989 when the (Dow Jones Industrial average was 2,653 - 7/27/1989) helping clients with their financial needs and strategies. From his early days with The Prudential, to being an Investment Executive with KeyCorp’s (McDonald Investments), a Wealth Advisor with Bank of America Securities, to opening his own practice in 2007, he now joins Warner Wealth to continue delivering financial solutions and strategies to his clients, aiming to serve them at the highest levels.
He has a passion to see the results of the planning work he does with clients. Specializing in the medical community, working with doctors, business owners, and retirees, he brings a specific skill set of understanding of their unique needs. Doctors who own medical practices makes them business owners, and that’s the epicenter of the work Kevin pursues.
· He’s an Accredited Investment Fiduciary, AIF ®
· He's an author of the book: “Managing Income in Retirement”
· He’s the creator of the podcast: Physician Wealth Meds – A Wealth Podcast for Doctors
· He’s also designed an online course for doctors: “Building Your Retirement Income Strategy”
He lives in New York with his wife, (his high school sweetheart), Diane. Combined with 6 children, and 9 grandchildren, life is always vibrant and exciting. He says his family should have a reality TV show because they always have active content! He’s an avid musician and sings with his family, leading worship at church.
Check the background of Accredited Investment Fiduciary (AIF) associated with this site on FINRA