David Booker
Private Wealth Advisor
Raleigh, NC
David Booker serves as Private Wealth Advisor at Sullivan & Associates in Raleigh, NC.
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Raleigh, NC
Satellite Office
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4242 Six Forks Rd, Suite 1550, Raleigh, NC 27609
(919) 647-9980
By appointment
Get DirectionsLocal Planning Support
Satellite Office serving clients in Raleigh and the surrounding region.
This office supports clients in Raleigh and nearby communities through coordinated advisory and planning conversations.
Advisors in This Location
5 team members associated with Raleigh, NC.
Kristin Brucker
Client Service Associate
Raleigh, NC
Kristin Brucker serves as Client Service Associate at Sullivan & Associates in Raleigh, NC.
View profileCorbin Oliver
Advisor
Raleigh, NC
Corbin Oliver is passionate about collaborating with his clients to help them become more mindful of their financial decisions.
View profilePhil Romano
Private Wealth Advisor • Managing Partner
Raleigh, NC
Phil Romano is the Private Wealth Advisor, Managing Partner of Concord Private Wealth.
View profileLindsey Garner
Advisor
Raleigh, NC
Lindsey Garner brings a warm, detail-oriented approach to her role as Registered Senior Client Service Manager at Concord Private Wealth of Sullivan & Associates Wealth Management.
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Our local team can coordinate planning conversations based on your needs and timeline.