The addition of Sullivan follows Dynasty’s hiring of Austin Philbin as senior consultant, RIA Services in May 2012 as the firm builds out its RIA services team.
Based in Chicago and New York, Sullivan will be responsible for supporting the Dynasty divisions focused on the transition of new advisor teams and the ongoing practice development of existing Network firms.
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With more than 20 years at Morgan Stanley Smith Barney/Citigroup serving in wealth management roles, Sullivan was director of Wealth Planning Centers, a national role geared toward helping Financial Advisors provide their clients with comprehensive wealth management solutions.
Previously, Sullivan served as divisional director of Private Wealth Management in the Midwest catering to those clients and prospects with $50MM or more in investable assets.
He also spent several years as a Credit and Lending Specialist helping Financial Advisors deliver tailored credit solutions to their high net worth clients and prospects.
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