“Financial uncertainty is stressful. I learned early on how empowering it felt to gain financial knowledge and make informed decisions. Listening to clients so that I can understand their motivation and goals allows me to offer solutions that can have a lasting impact on a client and their family.”
Leann Sullivan joined TFC Financial in 2001 and currently serves as a Senior Vice President and is a shareholder of the firm. Leann works closely with a select group of the firm’s clients, providing comprehensive financial planning advice and experienced guidance. Developing close relationships with clients and their families over the years has allowed Leann to thoughtfully advise them in a way that aligns their portfolio with their long-term goals.
After graduating from Fairfield University, Leann began her career at brokerage firms learning the intricacies of the various components of financial planning. Wanting to further differentiate services in a flooded financial advisory market, Leann became a CERTIFIED FINANCIAL PLANNER™ practitioner, and later obtained the Chartered Advisor in Philanthropy® designation due to her desire to help families plan across both family and charitable interests.
Leann grew up on the South Shore and now lives in the suburbs of Boston with her family. She enjoys supporting her three children in their various activities and can frequently be found watching games in a rink or on a field around the state. Leann spent years serving as a Board Member at REACH, a non-profit in Waltham, MA that supports survivors of domestic violence.
