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Daniel Sullivan

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

2525 N Forest Ridge Blvd

Hernando, FL 34442-5114

Daniel.Sullivan@Truist.com

Phone 352-270-3298

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About me

Background

Daniel Sullivan is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 25 years of financial services, retirement planning, and investment management experience. He earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 2000. He and his team bring a holistic financial planning approach to every client they serve. 

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

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

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

Locations

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