Bob is a seasoned financial advisor with nearly 40 years of investment industry experience. With a wealth of knowledge and passion for guiding clients toward their financial goals, Bob stands as the anchor of the Sullivan Wealth Management Group.

In the collaborative realm of the Sullivan Wealth Management Group, Bob assumes the role of lead financial advisor, with Kris and Michael providing key supporting roles. This familial synergy creates a dynamic and personalized approach to wealth planning, ensuring that each client receives the benefit of Bob’s extensive experience and the team’s collective dedication.

Bob is dedicated to working with clients throughout every phase of life, helping them navigate the intricate world of investments. With a passion for tailoring strategies to their unique goals, he seeks to empower individuals by promoting positive views as they journey toward the retirement they envision.

Bob’s philosophy is rooted in the belief that personalized, strategic investments play a key role in pursuit of a prosperous future. By harnessing his experience and knowledge in fixed income, equities, mutual funds, unit investment trusts, and government agency investments, he is well equipped to help clients build a balanced portfolio.

Bob earned a Bachelor of Science from Westfield State University and holds Series 7, 52, and 63 securities licenses. Beyond the numbers, Bob shares a love for life’s pleasures – whether it’s a round of golf, the tranquility of the beach, or embarking on new adventures through travel. His diverse interests reflect a balanced approach to both work and life.

Join Bob on your journey toward financial independence, where decades of experience meets a passion for personalization.

Michael is the newest addition to the dynamic team at Stifel, having joined the Sullivan Wealth Management Group in 2022. His journey into financial services follows a successful stint as a bank manager, bringing a unique perspective to the team.

Combining a background in banking with a fresh approach to delivering a top-tier client service experience, Michael seamlessly integrates into the family team. His commitment to client service aligns with the family philosophy, ensuring that every financial journey is met with a personalized touch. Michael earned a Bachelor of Science from Westfield State University and holds Series 7 and 66 securities licenses.

A sports enthusiast, Michael finds joy in playing golf and baseball, channeling the same precision and strategy from the field into his career. Embracing the coastal lifestyle, he shares a passion for the beach during the summer and has an adventurous spirit, exploring new horizons through traveling.

Join Sullivan Wealth Management Group on the pathway toward your financial goals, where a fusion of experience, dedication, and a love for life’s adventures creates a comprehensive approach to forming a long-term relationship.

Kristine has more than 30 years of financial services experience. She began her career at a municipal bond firm and, a few years later, started working with Bob, her husband. For decades, she has supported Bob in implementing personalized investment strategies while coordinating the information needed to analyze and evaluate clients’ vast needs. In 2022, their practice expanded further, as Michael, their son, joined the family team.

Kristine earned a Bachelor of Science from Westfield State University and holds Series 7, 52, and 63 securities licenses. Her life outside the financial realm is just as vibrant. Kristine finds joy in spending time with her family and friends, exploring new destinations through travel, and relishing life on picturesque Cape Cod, Massachusetts.

Please join Sullivan Wealth Management Group on the path toward your financial goals, where experience meets dedication.