CFP®, CAP®, Senior Vice President - Client Advisor & ShareholderEmail Leann Sullivan
Leann Sullivan joined TFC Financial in 2001. She participates in the firm's financial planning and investment review process and provides financial planning and investment advisory services for a select number of the firm's clients.
Prior to joining TFC Financial Management, Leann was a wealth management advisor for Legg Mason Wood Walker, where she worked with high-net-worth clients to develop and implement comprehensive financial plans. She also provided direction relative to estate planning, charitable planning, risk management, asset management, debt management, and tax management.
Leann previously spent seven years working at Merrill Lynch advising affluent executives regarding stock options, college planning, and retirement planning. Plans that she developed generally included analysis of net worth, asset allocation, and investment strategies.
Leann graduated from Fairfield University in Connecticut, where she received B.S. degrees in finance and marketing. She is a member of the Boston Estate Planning Council and is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Charted Advisor in Philanthropy®.