Kevin R Sullivan

CFP and Investment Advisor at Rockbridge Investment Management and 1 other company
On the record
Represented by:
Share profile 

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.

Sign up to view all