John Sullivan

John P. Sullivan, CFP®, ChFC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

1500 N Parham Rd

Henrico, VA 23229-4621

About me

Background

A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant® (ChFC®), I focus on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies. 

Registered Representative, Truist Investment Services, Inc. Investment Advisor Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts, Economics and Political Science
Hampden-Sydney College 1988 1992
Masters of Business Administration
Virginia Commonwealth University 1996 1998

Personal Interests

I graduated with a double major in economics and political science from Hampden-Sydney College and earned an MBA from Virginia Commonwealth University. I’m a U.S. Marine Corps Veteran, having served in the Gulf War and received a combat action ribbon. I reside in Glen Allen, VA, serve on the Wyndham Homeowners Association and am a past board president for the Ashland Community Preschool.

I give back to the local community by actively coaching youth sports, including baseball, basketball, ice hockey, and soccer teams. I enjoy spending time with my family, travelling, and playing golf.  

Specialties

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

  • 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

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