About our group

Deborah Sullivan began her career in 1985 at Hefren-Tillotson, Inc. where she served as vice president and director of the financial planning department for many years. Having left that position to pursue her desire to work directly with clients, she has for over 20 years focused her practice on providing comprehensive wealth management services to high-net-worth individuals, corporate executives and small business owners. Deborah received the CERTIFIED FINANCIAL PLANNER™ certification in 1988. The multi-year CFP® program entails in-depth courses training and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate and retirement planning. These topics of study allow the CFP® professional to enhance their client relationships and add value toward helping clients achieve their financial objectives.

Deborah attended the Pennsylvania State University on a Senatorial Scholarship majoring in biochemistry and furthered her studies in business at the University of Houston. She has served in several leadership roles within the Financial Planning Association including being appointed to the National Financial Planner Advisory Council in 2000, the FPA’s inaugural year. Deborah’s credentials also include keynote speaking engagements and appearances on financial programs such as WPXI-TVs “Our Region’s Business” with Bill Flanagan and KDKA-AM 1020 Radio’s “Your Money and You.” She is an approved and appointed third party investment manager for The Pittsburgh Foundation. Deborah is a strong believer in educating her clients and has hosted public seminars and in-house corporate workshops on retirement planning, long term care insurance, and estate planning.  Deborah has also achieved RBC Wealth Management's Chairman's Council, which includes the top 150 financial advisors in the firm.

Active in her community, Deborah has raised money for the United Way, Family House, Ronald McDonald House, the Cystic Fibrosis Foundation, Women’s Center & Shelter of Greater Pittsburgh, and Sister’s Place. She and her family reside in Peters Township. Together they enjoy golfing, biking and traveling.