Advisor profile


My approach

Joseph M Sullivan - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Joseph M Sullivan - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Saving for Education
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 and 63 licensed
  • New York State Life Insurance licensed

Education

  • Manhattan College, BS in Economics, 1977
  • MBA Masters of Business Administration, Manhattan College,1985

Interests

My wife Lisa and I are involved in our two son's baseball careers. Both sons, Matthew and Luke, are on the Brooklyn Technical High School Men's Varsity baseball team. We are involved in the Friends of Brooklyn Tech Baseball, which supports the team with transportation and equipment. My two sons will be graduating from Brooklyn Tech High School in June. My son Luke Francis Sullivan will has accepted an appointment with the Naval Academy at Annapolis Maryland effective July 1st. His brother Matthew Joseph Sullivan has received a four year ROTC scholarship from Auburn University.

Personally, I enjoy golfing, cycling, and tennis.

Community participation

Previous experience

  • Merrill Lynch-First Vice-President, Financial Advisor, 1996-2008
  • Gilford Securities, Inc.-Senior Vice-President, Financial Advisor, 2008-2015