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Our financial advice team


Peter Sullivan, Financial Advisor serving the Tampa, FL area - Ameriprise Advisors

Peter Sullivan

Financial Advisor

Managing Director
The Hatton Sullivan Group
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 8 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Insurance
  • Estate Planning Strategies
  • Christian Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Tax Planning Strategies

Education

  • B.S., Accounting, University of Florida

Awards & recognition

  • Ameriprise Circle of Success, 2020-2022

Previous experience

  • Senior Vice President Financial Advisor, Morgan Stanley, 1993-2019

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • National Christian Foundation - Board of Directors, Tampa Bay Chapter
  • Juvenile Diabetes Research Foundation - Tampa Bay Advisory
  • Health Access Connect, Inc. - Board Member

Interests

  • Travel
  • Golf
  • Fishing