SALEM FIVE WEALTH ADVISORS - Meet the Team

Kevin Sullivan   

Financial Consultant

At Salem Five Investment Services

For the past 5 years, Kevin has used his experience in the wealth management industry to help Salem Five clients navigate through their financial challenges. He specializes in asset management, income planning, legacy planning and hosting financial planning seminars.

Before Joining Salem Five Investment Services

Prior to joining Salem Five, Kevin held positions at a number of notable locations, including TIAA CREF, Citizens Bank and Bank of America.

Education

University of South Carolina – BA, Business and Marketing
Suffolk University – CFP Program

Credentials

Industry Licenses for series 7, 63, 65, held through LPL Financial.

Personal

Kevin grew up in Wakefield and now resides there with his wife and two daughters.

Check the background of investment professionals associated with this site on
FINRA's BrokerCheck »

Contact Us
LPL Account View


 


Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value



The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Salem Five Bank provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. Salem Five Bank is not a current client of LPL for advisory services.

Please visit: https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html