Proud to work with a nationally recognized teammate

At The Sullivan Group we are very proud that Financial Advisor Deborah Sullivan is a recipient of the following prestigious awards.  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, Deborah!

  • Forbes Top Women Wealth Advisor - 2021, 2022 and 2023
  • Forbes Best-In-State Wealth Advisor - 2022, 2023, and 2024
  • Forbes Top Women Wealth Advisor Best-In-State - 2023, and 2024

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.

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.

Meet the team 

Learn more about The Sullivan Group.

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Latest Insights

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State of economic play

More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios.

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