Matt Sullivan
Founder
Matt Sullivan grew up in East Lyme and received his bachelor’s degree from Central Connecticut State University. With 29 years of experience in financial services, eight of those as a financial advisor for a large commercial bank, he resigned to start his own firm.
Sullivan Financial Group offers independent research and guidance, an expanded and extensive offering of financial products, and top-notch personalized service.
Matt has FINRA Series 6, 7, 26, 63, and 65 securities registrations and is registered in Connecticut, Florida, Maryland, Massachusetts, North Carolina, Rhode Island, Oklahoma, Utah, Vermont. He has his Life/Health and variable products licenses through the state of Connecticut. He is also an Investment Advisor Representative with Commonwealth Financial Network®, offering advisory services to clients.
When not at work, Matt enjoys spending time with his son, fly-fishing, skiing, paddle Tennis and playing an occasional round of golf.
Roan Sullivan
Financial Planning Associate
Roan Sullivan grew up in Essex, CT and received his bachelor’s degree from Merrimack College in May of 2022. He graduated Summa cum laude with a degree in both finance and accounting. He has worked with his father throughout his four years of college.
Roan has FINRA Series 7 and 66 securities registrations and is registered in Connecticut.
When not at work, Roan enjoys spending time with his dog Kona, going snowboarding and playing a round of golf with his dad.