Patrick J. Sullivan

Patrick J. Sullivan

CFP®, ChFC®


Contact

Tel: (973) 538-6878
Fax: (973) 490-6410
E-mail: patrick.sullivan
@privateadvisorgroup.com

Managing Director & Financial Advisor

Mission

Dedicated to providing complex financial strategies for clients based on their unique set of goals and dreams.

About Pat

Patrick Sullivan brings nearly 30 years of experience in financial services to his role as a founder and managing director with Private Advisor Group. Patrick is a true visionary, having seen and participated in tremendous changes in the advisory industry over the course of his career.

Patrick began his career in 1984 with NYNEX (now Verizon), serving in various management operations and finance positions. After earning his MBA in 1994, he decided to change careers and became a financial advisor with American Express Financial Advisors. In 1997, wanting to offer his clients a wider selection of products and services, Patrick partnered with LPL Financial and created Morristown Financial Group.

Patrick earned a BA from State University of New York at Albany and an MBA at Fordham University. He holds the CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Financial Consultant® designations, as well as Series 4, Series 7, Series 24, Series 31, Series 53 and Series 63 securities registrations through LPL Financial.

An active community participant, Patrick serves on the board of directors for the past 10 years for Good Grief Inc., a non-profit that provides peer support groups for families who have lost a parent or sibling. He is also a treasurer of the Board of the Actors Center, a non-profit dedicated to the theater.

Born and raised in Brooklyn, NY, Patrick now resides in Chatham, NJ, with his wife, Pam, and their three children, Patrick, Fallon and Callie and is an active runner and basketball player.

 

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