Since joining Allen & Company in October 2020, Scott Sullivan has partnered with his father, Bob Sullivan, to guide individuals and families through their financial journeys with clarity and confidence. Known for being a trusted sounding board for friends and those he advises, Scott excels at listening, offering practical advice, and helping others visualize and achieve their goals. By combining active investment management, strategic financial planning, and a range of financial tools, he crafts personalized portfolios tailored to each client’s unique aspirations.
Raised in Clearwater, FL, Scott earned a bachelor’s degree in Management and Marketing from Florida Atlantic University. He and his wife, Meagan, share a love for the Tampa Bay area, cheering for the Lightning, Buccaneers, and Gators, and enjoying time on the water or at the beach with their dog, Stella. In 2025, Scott joined the Board as a Director for the Humane Society of Pinellas, reflecting his commitment to community and animal welfare.
From planning for retirement to building wealth or navigating life’s unexpected challenges, Scott’s dedication ensures clients feel supported every step of the way.
Scott Sullivan holds the Series 7 and Series 66 registrations with LPL Financial.
