Brian Sullivan

Sr. Wealth Advisor, Sr. Director

Brian Sullivan

CFP®, MBA, EA

bsullivan@merceradvisors.com

800.335.8808

Brian began his investment advisory career in 1993. Prior to joining Mercer Advisors, he gained diverse experience addressing the needs of high-net-worth individuals, charitable organizations, and corporations as an investment advisor at Bank of America Merrill Lynch and more recently at a small boutique advisory firm. Brian’s areas of expertise include retirement planning, asset allocation, and tax advantaged investments. He received his undergraduate degree in Government from Hamilton College and his MBA from Kennesaw State University. Brian also holds the FINRA Series 65 license and is an IRS Enrolled Agent.

Atlanta

5555 Glenridge Connector
Suite 825
Atlanta, Georgia 30342

Visit Office

Ready to learn more?