The first office of Sullivan Wealth Management was opened in Winslow, Maine, in 2007, Jamestown News stated.
With the use of technology, Sullivan serves clients in 11 states. "If you have a computer and a phone you can serve clients from anywhere," Jamestown News quoted founder Kevin Sullivan as saying.
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Further Sullivan added that he would visit Maine periodically to meet with clients there face-to-face.
The financial advisors of Sullivan Wealth Management, a full-service investment company, offer securities through Raymond James.
Kevin Sullivan had started his career in 1989 with Prudential Insurance and later joined KeyBank in 1995 where he covered investments.
He also worked for three years at Bank of America Investment Services as assistant marketing director and financial advisor, overseeing investments and estate planning for six banking centers in Central Maine.
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