Daniel Sullivan

Daniel L. Sullivan, CFP®
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

1 East Jefferson

Brooksville, FL 34601

Daniel.Sullivan@Truist.com

Phone 352-270-3298

Fax 352-746-9330

Get directions

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About me

Background

Daniel (Dan) Sullivan is a Financial Advisor with the Private Client Group at Truist, based in Hernando, Florida. With more than 25 years at Truist and over three decades of experience living and working in Florida, Dan brings deep institutional knowledge and local insight to the clients he serves.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Dan works closely with individuals and families to develop personalized financial strategies focused on wealth management, risk planning, and long-term financial well-being. He is known for his client-first approach, clear communication, and commitment to helping clients navigate life’s financial decisions with clarity and purpose.

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

Education

Bachelors Accounting
Western Michigan University 1985 1989

Personal Interests

Outside of work, Dan enjoys golfing, boating, spending time with family, and watching sports, interests that reflect his appreciation for balance, relationships, and community.

Specialties

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

Locations

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