Rochester, NY
Barry Sullivan
President
Barry Sullivan is President of Sullivan & Associates Wealth Management and a Certified Investment Management Analyst (CIMA). Over a 23-year career at Merrill Lynch, he served on national advisory boards for retirement plans, cash management, and managed solutions, and taught financial planning courses at Merrill Lynch's National Training Center in Princeton, New Jersey.
He continues to support the advisor profession through leadership service with the Services Institute Financial Advisory Council and the Wells Fargo Advisors Financial Network Licensee Advisory Board.
Leadership & Community Involvement
- • Former Vice Chair, Bishop Kearney High School Board of Trustees
- • Past President, Alfred State Alumni Council
- • Past Chair, St. Thomas the Apostle School Advisory Board
- • Past President, St. Thomas the Apostle Parish Council
- • National Representative, Wells Fargo Advisors Financial Network to the Services Institute (FSI) Financial Advisory Council
- • Five-term member (2004, 2018, 2019, 2022, 2024), Wells Fargo Advisors Financial Network Licensee Advisory Board (LAB)
Associated Locations
- • Rochester, NY
Credentials
CIMA
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