Get to know

Scott Sullivan, RICP®

soctt-sullivan

Scott Sullivan, RICP®

Wealth Advisor

Scott Sullivan serves as a Wealth Advisor at Global Wealth Management, where he works with individuals and families to develop personalized financial strategies that support their retirement goals. He helps clients understand their options and navigate financial decisions with greater clarity and confidence.

With more than 30 years of experience in the financial services industry, Scott brings a broad perspective to his work. His career includes advisory roles with VALIC, LPL Financial, and J.P. Morgan’s Private Client Group, as well as leadership positions with a nationally recognized life insurance and annuity company.

Scott specializes in retirement planning, income planning, investments, tax-efficient strategies, and estate planning. He holds the Retirement Income Certified Professional® (RICP®) designation, along with Series 7 and Series 66 registrations and a Florida 2-15 Life, Health, and Variable Annuities license.