Daniel R. Sullivan, CFP®, AIF®, is a Wealth Strategist at HighMark Wealth Management since October 2018. Prior to this role, Daniel worked as a Seasonal Client Associate (FP) at Merrill Lynch from February 2016 to October 2016.
Current role
Wealth Strategist, Partner at Ortus Academy
Wealth Strategist & International Business Developer - Gold+ Leader at PlanNet Marketing
Wealth Strategist at TrustBank
Wealth Strategist at NEXT Financial Group
Wealth Strategist at Parallel Advisors, LLC