Nick Sullivan

Qualifications

With over a decade of experience helping a multitude of clients, Nick draws from these perspectives to develop flexible plans that help his clients achieve their financial goals, while also planning for the unexpected. He specializes in financial planning for individuals and families that need to incorporate executive compensation (stock options and restricted stock) into their plans.

“Success is not final, failure is not fatal: it is the courage to continue that counts.”

—WINSTON CHURCHILL

Nick enjoys connecting with his clients on a personal level, in hopes of understanding their unique perspectives on life and money. As a lifelong learner, Nick looks forward to learning something new from each client he serves.

Outside of work, Nick enjoys staying active, spending time with his wife and daughter, and his daily walk with their dog, Rizzo. As a Pennsylvania native, Nick is also a big fan of all Philadelphia-based sports teams, and his alma mater, Penn State University (BS & BA).