Shawn Sullivan
Premier Banker
1301 NW Saint Lucie West Blvd
Port Saint Lucie, FL 34986-2139
About me
Background
Shawn Sullivan is a Premier Banker with 33 years of financial services experience, four of them with Truist. He has made a career out of helping clients solve the “giant word problem” that they often perceive as being their finances—and often give up on. Instead of clients feeling like they are throwing money at a problem with no solution, he helps ensure that they are getting the most out of their resources. Shawn provides personal advice and assists them in taking a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. His daily goal is to put his clients first and build their trust through high-touch attention, in-depth conversations, and technology.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
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
