Paul Sullivan
About Paul Sullivan
Paul Sullivan serves as the Managing Director at Sanctuary Wealth, where he has worked since 2021, overseeing East Coast operations. With a long career at Merrill Lynch Wealth Management, he has held various leadership roles and advocates for financial advisor independence.
Work at Sanctuary Wealth
Paul Sullivan has served as Managing Director at Sanctuary Wealth since 2021. He operates in the New York City Metropolitan Area and oversees East Coast operations, focusing on providing professional support for partner firms. His role emphasizes the importance of financial advisor independence within the tri-state market.
Previous Experience at Merrill Lynch Wealth Management
Prior to joining Sanctuary Wealth, Paul Sullivan held various positions at Merrill Lynch Wealth Management, a division of Bank of America Corporation. His career there spanned over three decades, during which he served as Managing Director and Market Executive in Short Hills, NJ, and the SD Financial Center in NYC. He also held the position of Director and Market Executive in La Jolla, CA, and Associate Director in Indianapolis, IN. His tenure included managing wealth management across twenty-five banking centers.
Education and Expertise
Paul Sullivan earned a Bachelor’s Degree from The College of New Jersey, studying from 1981 to 1985. His extensive experience in wealth management and financial advisory roles has equipped him with a deep understanding of the financial services industry, particularly in the context of market management and client relations.
Personal Interests and Advocacy
Outside of his professional commitments, Paul Sullivan has a keen interest in history and politics, citing influential figures such as Abraham Lincoln, Winston Churchill, and Eleanor Roosevelt as role models. He advocates for financial advisor independence, particularly in the tri-state market, reflecting his commitment to empowering financial professionals.
Family and Hobbies
Paul Sullivan's family includes his daughter, Colleen, who is pursuing a graduate degree in social work at New York University, and his son, Patrick, who is a tenured financial advisor on Wall Street. In his leisure time, he enjoys golf, fishing, and travel, and he maintains a summer home on Long Beach Island, NJ.