Paul D. Briody

Paul D. Briody is Vice President at Sullivan & Associates Wealth Management and a CERTIFIED FINANCIAL PLANNER professional with more than 30 years of experience helping families build long-term financial confidence.

He works with clients to create comprehensive investment plans that align day-to-day decisions with retirement goals, legacy priorities, and future generations. As a Fundamental Choice Portfolio Manager, he emphasizes clear process, practical guidance, and disciplined follow-through.

Paul began his advisory career in 1990 with A.G. Edwards, a predecessor firm to Wells Fargo Advisors.

He has since advised clients through multiple market cycles and planning milestones. He was recognized as a Wells Fargo Advisors Financial Network Platinum Council Advisor in 2016, 2017, 2018, 2019, 2020, and 2021, and was named to Forbes Best-In-State Wealth Advisors (Vermont) in 2021, 2022, 2023, 2024, and 2025.

He graduated from Providence College with a Bachelor of Science in Business Administration and has lived in South Burlington, Vermont, with his wife Amy since 1990. Paul is active in community and youth-focused service and enjoys cycling, kayaking, fishing, and winter sports.