Kevin P. Sullivan

AAMS® Financial Advisor (239) 288-4237

Kevin P. Sullivan Specializes In:

  • Portfolio Growth
  • Retirement Planning
  • Income Strategies
  • Family Continuation
  • Insurance Protection (Principle Protection, LTC, LIRP)
  • Custodial Accounts, 529 Plans
Location

Marco Island, FL

Education

Bachelor of Arts, Economics – University of New Hampshire

Licenses

FINRA Series 7, 63, 66; Florida Life/Health/ and Variable Annuity

Bio

Kevin has had remarkable success in two professional industries.  First, as a commercial real estate broker in the Boston Massachusetts market for 25 years and then as a financial advisor. He started in the financial services industry over 14 years ago, of which the last 11 years spent as an independent advisor.  He joined Conte Wealth Advisors and Cambridge Investment Research in December of 2017 and has opened his branch in his home town of Marco Island, Florida.

Kevin has dedicated his career to helping others and has found time to serve the community culminating in his recent presidency of the Marco Island Sunrise Rotary Club. His passion for service enabled Kevin and his family to reach out beyond domestic borders and has been a host family for two Haitian children in need of heart surgery sponsored by Rotary’s “Gift Of Life” program.

Having three success-oriented daughters has taught Kevin and his wife Kelly valuable lessons in family matters including the economics of the modern family.  Kevin specializes in income producing strategies, retirement planning, portfolio growth, children’s accounts and all aspects of insurance products which include life insurance, immediate income and growth annuities and long-term care.

Kevin received a full scholarship to attend and play football at the University of New Hampshire and graduated with a B.A. in Economics. After a brief attempt to play professionally with the New England Patriots, Kevin’s long and active sporting career has now been relegated to an occasional and cherished golf outing with friends. Kevin has made a home on Marco Island with his wife and three daughters and he looks forward to planning the next international vacation with the entire family.

 

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