Shawn Sullivan
Premier Advisor
1301 NW Saint Lucie West Blvd
Port Saint Lucie, FL 34986-2139
About me
Background
I began my career in financial services in 1995, and today, as a Premier Advisor, I specialize in helping clients simplify what often feels like their biggest “word problem”—their finances.
Where many feel overwhelmed and uncertain, I help bring clarity, structure, and actionable solutions. Rather than allowing clients to feel like they’re just throwing money at an unsolved problem, I focus on helping them maximize their resources and make confident, informed decisions. I provide personalized advice and guide clients through a comprehensive, holistic, and strategic approach to financial planning—delivering customized solutions while actively managing relationships and risk.
Each day, my goal is simple: to put clients first and earn their trust through high-touch service, meaningful conversations, and the thoughtful use of technology.
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
