Deb Sullivan named a Forbes Top Women Wealth advisor

At The Sullivan Group, we are very proud that Financial Advisor Deb Sullivan was named a Forbes Top Women Wealth Advisors in 2021. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Deb!

How we serve you

As financial advisors, our role is to help you use your wealth to achieve what is most important to you.  This may mean providing an education to children and grandchildren, buying a vacation home, meeting the special needs of a family member or retiring ten years early - the list is endless, and the decision is uniquely your own.

Together, we explore your aspirations and the life you envision.  We work with you to translate your goals into a personalized investment strategy.  And then, drawing on the team's experience and perspective, we structure an individual portfolio for you, executing and refining that strategy to help bring you closer to your definition of investment success.

In short, your goals become our focus, and achieving them becomes a commitment that we share.

At the Sullivan Group, we focus on understanding your personal concerns, priorities, and circumstances, so that together we can develop a careful, comprehensive wealth management strategy.  Because in the end, we're not just helping you accumulate wealth; we're helping you create a legacy.

Our mission

As trusted advisors at RBC Wealth Management in Southpointe, we provide personalized wealth management services to both families and organizations with dedication, integrity and enthusiasm.

Our vision

At RBC Wealth Management in Southpointe, we will continue to develop personal “high touch” relationships with individuals who become lifelong clients. Our clients come from all walks of life, but all recognize the value of professional advice. However, we provide the greatest value working with individuals of high net worth and those experiencing a life-changing event.

Our values

  • Outstanding client service
  • Integrity and trust
  • Teamwork
  • Dedicated, professional and hardworking
  • Commitment to family
  • Enthusiastic in perseverance and commitment to excellence

It is with great pleasure and enormous pride that we announce that our very own Debbie Sullivan has been recognized by RBC Wealth Management-US as the recipient of the Women’s Association of Financial Advisors (WAFA) Gail Winslow Award for 2020. The WAFA Gail Winslow Award recognizes a woman at RBC Wealth Management, within the United States, who demonstrates exemplary efforts to help attract, support and retain female clients and financial advisors. The award was established in memory of RBC Wealth Management-US Financial Advisor, Gail Winslow, who was a trailblazer with more than 60 years in the financial services industry. Ms. Winslow led many financial advisors and clients to paths of opportunity and success through her motto “clients come first.”

Debbie was recognized for her involvement with the WAFA group, her mentorship of women at RBC Wealth Management-U.S., her charitable work here in the Pittsburgh community and for her support of her female clients. Debbie is a strong proponent of helping female clients improve their financial literacy, especially in cases following a divorce or the death of a spouse. She was also featured as part of the RBC Wealth Management-U.S. Your Path video series, a national recruiting initiative to attract more women into financial advisor roles at the firm.

“This award means everything to me,” Debbie said. “To be recognized for something I care passionately about, and for something that gives me such fulfilment, feels like the culmination of my 35 years in this business!”

Please help us in congratulating Debbie on this wonderful honor!

Debbie's path

Sullivan Group advisor Debbie's career aspirations started with thoughts of becoming a doctor and healing people's health. But her path evolved quickly, and today she finds gratification in "healing people's finances" as a financial advisor.

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

Prosper US Fall 2021 CoverExplore Prosper•US

The fall 2021 edition of RBC's Prosper US magazine is now out! This is the fourth issue of the magazine, which showcases different aspects of our unique culture at RBC Wealth Management-U.S. and features several #WomentofRBC sharing personal stories about their lives at work and at home. Read the Fall 2021 edition.