John Sullivan
About John Sullivan
John Sullivan is a Managing Director at Dynasty Financial Partners, where he has worked since 2020. With over 20 years of experience in the financial advisory sector, he specializes in educating advisors about independent wealth management and facilitating their transition to owning Registered Investment Advisors (RIA).
Work at Dynasty Financial Partners
John Sullivan has been with Dynasty Financial Partners since 2012, currently serving as Managing Director since 2020. His role involves educating financial advisors about the independent wealth management space and facilitating their transition to owning their own Registered Investment Advisor (RIA). Prior to his current position, he held various roles within the organization, including Director of Network Development for the Central Division from 2017 to 2020 and Director of the Central Division from 2012 to 2017. Sullivan is also part of the Dynasty Network, which focuses on collaboration and investment in proprietary technology.
Previous Experience in Wealth Management
Before joining Dynasty Financial Partners, John Sullivan worked at SMITH BARNEY in multiple capacities. He served as Director of Private Wealth Management from 2004 to 2007 and later as Director of Wealth Management for the Central Division from 2007 to 2009. Additionally, he worked at Morgan Stanley Smith Barney as Executive Director of Wealth Advisory Services from 2009 to 2012. His career in wealth management began at SMITH BARNEY as Vice President - Private Client Lending Specialist from 1999 to 2004. This extensive experience spans over 20 years in the financial advisory sector.
Education and Expertise
John Sullivan earned a Bachelor of Arts degree in Political Science and Economics from the University of Maryland, where he studied from 1985 to 1989. His educational background complements his extensive professional experience in the financial services industry, allowing him to provide valuable insights and solutions for financial advisors. Sullivan focuses on helping advisors grow their businesses efficiently by outsourcing certain functions, which enhances their operational effectiveness.
Professional Focus and Contributions
John Sullivan specializes in educating captive financial advisors on the advantages of independent wealth management. He is dedicated to providing solutions that facilitate the growth of advisory businesses. His approach includes assisting advisors in transitioning to independent ownership of their Registered Investment Advisors (RIA) while minimizing stress. Sullivan's contributions to the industry include promoting collaboration through the Dynasty Network and leveraging proprietary technology to enhance advisory practices.