Brian Sullivan

Brian began his investment advisory career in 1993. Before joining Mercer Advisors in 2017, 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 a boutique advisory firm.

Brian’s areas of expertise include retirement planning, asset allocation, and tax-advantaged investments. He is dedicated to helping clients achieve Economic Freedom™ by solving financial issues and delivering plans that enable them to minimize their tax liabilities.

Brian received his undergraduate degree in government from Hamilton College and his MBA from Kennesaw State University. He holds the FINRA Series 65 license and is an IRS Enrolled Agent. Inspired by the financial services professionals he encountered as a young caddy, Brian aspired to enjoy his work as they did.

Outside of the office, Brian teaches a college course in personal finance. He enjoys spending time with family, traveling, and golfing. A New York native, he loves supporting his adopted community in Atlanta by providing advice and meals to those in poverty. Brian has a working knowledge of French and competes in Masters track and field events in the heptathlon.