Our Qualifications

We have been working with individual investors for more than 19 years here in Central Maine. We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals. We are registered to provide a variety of financial services. We strive for excellence and to provide a quality experience with our clients at every level.

We deliver experience, accessibility, and integrity.  Each client is unique and very important to us.  We strive every day to be our clients' most trusted advisor.  

We meet regularly with our clients to provide portfolio updates and planning services as life events and needs change.  We strive to be proactive in reaching out to our clients to build on our relationships.  We also assist our clients with their other advisors such as their tax professional or attorney, as this is designed to present a unified strategy that places the client in the center of everything we do.

Kevin R. Sullivan

Security registrations held:  Series 7, Series 24, Series 63 and Series 65

Insurance licenses held:  Life, Health & Variable Contracts

Professional Designations:

Certified Divorce Financial Analyst -CDFA.

Professional Experience:

March 2007 - Present:  Sullivan Wealth Management, Registered Principal. 

2004-2007:  Banc of America Investment Services, Inc.  Financial Advisor and Assistant Market Director for Maine and New Hampshire

1995-2004:  McDonald Investments, KeyBank.  Financial Advisor.  Member of 401k Advisory Forum

1989-1994:  Prudential Insurance Co.  Registered Representative