kevin-sullivan
    Syracuse, NY Rockbridge Investment Management

Kevin R. Sullivan

How I Got Here:

After spending over 25 years in local bank-related investment management and trust departments I am delighted to join the professionals at Rockbridge, where the focus is advising clients on wealth management and financial well-being – with proper retirement and estate planning goals in mind. More importantly, I am pleased to associate with a firm which places principles before profits and ethics ahead of annual reports.

Favorite Part of the Job:

Every family and individual I have encountered is unique.  Developing relationships with a broad range of clients and gaining a personal understanding of their family situation and dynamics is the most rewarding aspect of this profession.  I especially enjoy dispelling the myths and misconceptions perpetrated by Wall St and commercial advertisements of what constitutes proper investment strategies by educating clients on sound fundamentals.

Education:

BS, Interdisciplinary Studies, St. John Fisher College
Candidate for CFP® certification

Professional Organizations:

Estate Planning Council of CNY

Beneath the Surface:

I was born and raised in Syracuse and am proud to call it home. When I am not in the office, you will typically find me listening to NPR, walking a fairway, or on the saddle of one of my many bikes peddling down a country road or the Erie Canal towpath.

Contact

Call 315.671.0588

getting started is simple

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