Merrill Lynch Wealth Management - Tom Sullivan

About

I am dedicated to guiding individuals and families to and through a worry-free retirement lifestyle with strategic financial planning. As a military veteran, I embody the ethos of disciplined preparation, goals based learning, and smart planning for long-term success.

Passionate about aligning financial strategies with personal values, I empower clients to invest in accordance with their beliefs be, be they Environmental, Social, Governance (ESG), Halal and Sharia values, Roman Catholic Values, or something specific to you.

A University of Georgetown School of Continuing Studies Bachelor's graduate in Liberal Studies, I am living and educating through the Jesuit tradition of "Cura Personalis," care of the person. A University of Michigan Ross School of Business MBA graduate, I am committed to building a better world through my clients and practice. Through powerful ideas, purpose-driven leadership through a turbulent financial landscape, and positive impact, I empower my clients to make a positive difference in their lives, their family's lives, and the world. I am currently enrolled in the Certificate of Certified Financial Planner program at University of Virginia School of Continuing and Professional Studies as I am a lifelong learner intent on being the best financial advisor I can be for my clients.

I belief a life is better lived through service. After my time in the military, I continue to pay it back and pay it forward through my volunteer advocacy through non-profit organization such as Warrior-Scholar Project, Service-to-School, FourBlock, and The Washington Center. I want to see military service-members, succeed in a post-service life.

My core values are serve as a guiding principle for how I live and lead. They represent my commitment to excellence and bringing my best self to everything I do.

Academic Excellence

Be an Owner

Be Inclusive

Care for Our Common Home

Community in Diversity

Connect & Collaborate

Contemplation in Action

Cura Personalis

Do Great Things

Interreligious Understanding

Learn & Grow

People for Others.

Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services and wealth management because I can make a difference in the lives of families in my community. I grew up in Northern Virginia and have made this wonderful place my home for most of my life.

I am an experienced strategy consultant and service disabled and retired U.S. Army Veteran with over fifteen years of supporting the U.S. Government and Fortune 500 companies in strategy, management, and technology.

I am a husband and father who grew up in Northern Virginia and chose to make this wonderful area our home after my time in the military. I volunteer within the military veteran education non-profit space as a transition and education mentor. Additionally, I love fast cars, big trucks, cool tech, fantasy and science, and Dungeons and Dragons.

If you want to tell me more about yourself and your family's situation, don't hesitate to contact me at tom.sullivan3@ml.com or 540-899-2457. You can also reach me by messaging me through LinkedIn.