At an early age Scott knew he had a passion for financial services and investments, so after years in another client relations position he finally launched his career in October 2020 at Allen & Company joining his father and now partner Bob Sullivan.
Scott was born and raised in Clearwater, FL and attended college at Florida Atlantic University in Boca Raton, completing a bachelor’s degree in management and Marketing. In early 2021 he and puppy Stella and moved back to the area and now reside in Dunedin, FL. His family are very zealous of our sports teams, especially the Tampa Bay Lightning and we enjoy time out on the boat fishing or just going to the beach with the dogs.
Driven and excited to help clients navigate the complex financial industry with common sense advice, developing a plan and assisting them to scale their plan over the course of life’s many challenges. Our team accomplishes this with active investment management, financial planning, and access to a wide array of financial instruments. These resources help ensure each portfolio is personalized for that specific client.
Scott Sullivan holds the Series 7 registration with LPL Financial, and the Series 66 registration with both LPL Financial and Allen & Company.
Being committed to treating each client and prospective client as the valued part of our day, is our teams’ mission.