John Sullivan

John P. Sullivan, CFP®, ChFC®
Vice President Financial Advisor Investment Services Group Truist Investment Services, Inc.

1500 N Parham Rd

Richmond, VA 23229-4621

John.P.Sullivan@Truist.com

Phone 804-782-5120

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About me

Background

John Sullivan is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® (ChFC®) designee. He focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. John follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies. 

Investment Advisor Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts, Economics and Political Science
Hampden-Sydney College 1988 1992
Masters of Business Administration
Virginia Commonwealth University 1996 1998

Personal Interests

John graduated with a double major in economics and political science from Hampden-Sydney College and earned an MBA from Virginia Commonwealth University. He is a U.S. Marine Corps Veteran, having served in the Gulf War and received a combat action ribbon. 

John resides in Glen Allen, VA, and serves on the Wyndham Homeowners Association while being a past board president for the Ashland Community Preschool.
He gives back to the local community by actively coaching youth sports, including baseball, basketball, ice hockey, and soccer. John enjoys spending time with his family, travelling, and playing golf. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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