William T. Sullivan

Certified Financial Planner^TM

Phone:  (845) 294-0785

Email: w.sullivan@lpl.com

 

William T. Sullivan is a Financial Advisor with LPL Financial, member FINRA/SIPC.  Bill is both an Investment Advisor Representative as well as a Registered Representative with LPL Financial, a full-service broker/dealer catering to independent financial planners nationwide.

Bill is a Certified Financial Planner as well as a Chartered Life Underwriter.  He is a series 6, 7 and 63 Licensed Registered Representative, in addition to being a licensed agent for life, health, disability and long term care insurance.  With more than 25 years experience in the financial planning arena, he specializes in providing personalized and comprehensive investment planning for business owners, professionals, individuals and families.  Bill's goal is to forge a trusting relationship with each of his clients that will last for generations.  His integrity and experience help clients navigate the difficulties confronting their financial futures.

Bill grew up in Orange County, New York and earned an ROTC scholarship to attend the University of Notre Dame, graduating with a Bachelor of Arts degree.  He spent 5 years of active duty in the United States Navy and then entered the Naval Reserve.  After serving our country for over 17 years, he retired with the rank of Commander.

Bill resides, with his wife of over 37 years in Orange County.  They have one daughter and two grandsons.  He is an active member of the Financial Planning Association, St. Paul's Roman Catholic Church and the Notre Dame Club-Hudson Valley Chapter.  He has a passion for golf, fishing and exploring the beautiful Shawangunk Mountains near his home.