John M. Dusza

John M. Dusza serves as Registered Principal at Sullivan & Associates in Guilford, CT.

My investment philosophy is based on traditional fundamental analysis and the time-tested portfolio management theories of asset allocation and diversification. I believe successful investing requires both market insight and a long-term perspective.

Recognizing that each client is unique, I create customized plans and portfolios to match each client’s financial goals and risk tolerance. My goal is to deliver value-added, objective advice that will make a difference in the quality of each client’s financial life.

After graduating from Guilford High School, I attended Dartmouth College and graduated cum laude with a degree in Government. My graduate education includes an MBA from the Yale University School of Management and a law degree cum laude from Quinnipiac University Law School, where I attended evening classes while working full time.

I am admitted to the Connecticut Bar, but am not currently practicing. I began my career as a financial advisor at Morgan Stanley Dean Witter and was an advisor at UBS Financial Services before joining Wells Fargo Advisors Financial Network in 2012.

I earned the CERTIFIED FINANCIAL PLANNER® certification in September 2014 and hold the Series 7, 24, 63 registrations and insurance licenses. My community activities include volunteering at St Margaret Church and serving on the Planning & Zoning Commission in Madison, CT.