Kevin R Sullivan

CFP and Investment Advisor at Rockbridge Investment Management and 1 other company
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Bio

After spending over 25 years in local bank-related investment management and trust departments I am delighted to join the professionals at Rockbridge, where the focus is advising clients on wealth management and financial well-being – with proper retirement and estate planning goals in mind. More importantly, I am pleased to associate with a firm which places principles before profits and ethics ahead of annual reports.

Employment
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  • Rockbridge Investment Management
    CFP and Investment Advisor
    started Apr 2016
  • Solvay Bank Trust & Investment Services (https://www.solvaybank.com/)
    Vice President
    Apr 2009 – Apr 2016