Andrew Sullivan

Andrew G. Sullivan, PPM
Vice President Financial Advisor Private Client Group Truist Investment Services, Inc.

3605 Glenwood Ave

Suite 400,

Raleigh, NC 27612-3908

About me

Background

Andrew Sullivan is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 22 years of financial services, retirement planning, and investment management experience.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S in Business Management
North Carolina State University 2001

Personal Interests

Andrew Sullivan has volunteered for Duke Buddy Program, Wake County Special Olympics, and Habitat for Humanity. He has also been involved in the World Wildlife Fund, The Innocence Project, and Our Wild Neighbors. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Locations

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