Daniel Sullivan, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

Daniel Sullivan Photo
Daniel Sullivan, CFP®, Private Financial Advisor

SunTrust Investment Services, Inc.

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3643 NORTH LECANTO HWY

BEVERLY HILLS, FL 34465

401 East Jackson Street,

Tampa, FL 33602

2525 NORTH FOREST RIDGE BLVD

HERNANDO, FL 34442

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About

Daniel Sullivan is a Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than 20 years of financial services, retirement planning and investment management experience. Dan has earned the professional designation of Certified Financial PlannerTM (CFP®). He is a native of Livonia, Michigan and is a graduate of Western Michigan University.

Dan's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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