Mike Sullivan

Mike specializes in retirement planning and tax advantaged cash flow-based investment strategies. He is an efficient problem-solver who is dedicated to ensuring that his clients receive individualized planning based on their specific needs utilizing a goals based approach. With over 30 years of experience, Mike brings a wealth of knowledge to the team. After spending the first 10 years of his career at JPMorgan dealing with equity and fixed income products, Mike started and sold his own brokerage firm working with institutional money managers and hedge funds. He has also worked at Bear Stearns, NASDAQ and Aon.

Mike received an Bachelor of Science and MBA in Finance from the Gabelli School of Business at Fordham University. He lives in South Carolina with his wife and their two daughters.


Phone 732-939-0327
Fax 732-974-8262