Leann Nathan Sullivan

Membre du Comité d'Investissement chez TFC Financial Management, Inc.

Profil

Ms. Leann N.
Sullivan is a Senior Vice President & Client Advisor at TFC Financial Management, Inc. She joined the firm in 2001.
She is a participant of the firm's Financial Planning and Investment Committees and provides financial planning and investment advisory services for a select number of the firm's clients.
She previously spent seven years working at Merrill Lynch advising affluent executives regarding stock options, college planning, and retirement planning.
Plans that she developed generally included analysis of net worth, asset allocation, and investment strategies.
Prior to joining TFC Financial Management, Ms. Sullivan was a wealth management advisor for Legg Mason Wood Walker, where she worked with high-net-worth clients to develop and implement comprehensive financial plans.
She also provided direction relative to estate planning, charitable planning, risk management, asset management, debt management, and tax management.
She graduated from Fairfield University in Connecticut, where she received B.S.
degrees in finance and marketing.
She is a member of the Boston Estate Planning Council and is a Certified Financial Planner practitioner.

Postes actifs de Leann Nathan Sullivan

Sociétés	Poste	Début
TFC Financial Management, Inc.	Membre du Comité d'Investissement	01/01/2001

Formation de Leann Nathan Sullivan

Fairfield University

Undergraduate Degree