John P. Sullivan,
CFP®, ChFC®
Vice President
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
1500 N Parham Rd
Richmond, VA 23229-4621
About me
Background
John Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® (ChFC®) designee. He focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. John follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies.
Investment Advisor Representative, Truist Advisory Services, Inc.
Education
Personal Interests
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
Recommended Resources
Market Pulse December 1, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – December 1, 2025
Market views heading into the week of December 1, 2025 highlight what we're watching and important news ahead
Economic Data Tracker Thanksgiving travel surge and lots to be thankful for
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Data Tracker – November 26, 2025.
Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of November 26, 2025.
Market Pulse November 24, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market Pulse – November 24, 2025
Market views heading into the week of November 24, 2025 highlight what we're watching and important news ahead.