Rochester, NY

Rochester, NY

Home Office

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572 Titus Ave, Rochester, NY 14617

(585) 266-7210

By appointment

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Local Planning Support

Home Office serving clients in Rochester and the surrounding region.

This office supports clients in Rochester and nearby communities through coordinated advisory and planning conversations.

Advisors in This Location

7 team members associated with Rochester, NY.

Headshot of Barry Sullivan

Barry Sullivan

President

Rochester, NY

Barry Sullivan is President of Sullivan & Associates Wealth Management and a Certified Investment Management Analyst (CIMA).

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Headshot of Mark Murray

Mark Murray

Compliance Director

Rochester, NY

Mark Murray serves as Compliance Director at Sullivan & Associates in Rochester, NY.

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Headshot of Andrew Hunn

Andrew Hunn

Compliance Director

Rochester, NY

Andrew Hunn serves as Compliance Director at Sullivan & Associates in Rochester, NY.

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Nilufer Getiren

Senior Administrative Assistant

Rochester, NY

Nilufer Getiren serves as Senior Administrative Assistant at Sullivan & Associates in Rochester, NY.

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Headshot of Jon Paul Penner

Jon Paul Penner

First Vice President

Rochester, NY

Jon Paul Penner serves as First Vice President at Sullivan & Associates in Rochester, NY.

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Julie Culver

Client Associate

Rochester, NY

Julie Culver serves as Client Associate at Sullivan & Associates in Rochester, NY.

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Headshot of Patrick Sullivan

Patrick Sullivan

Vice President

Rochester, NY

Patrick Sullivan serves as Vice President at Sullivan & Associates in Rochester, NY.

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Speak with this office

Our local team can coordinate planning conversations based on your needs and timeline.