Peter Sullivan, CFP®

Wealth Advisor

Peter Sullivan


Something funny about me
I have a collection of the tackiest fridge magnets I can find wherever I visit.

Favorite vacation spot 
Anywhere in the mountains

Favorite sports team 
Lifelong, diehard Bruins fan

“First and foremost I enjoy genuinely connecting with the client. Numbers on a page mean nothing outside of the personal context that shapes who that person really is and what their unique set of financial needs, wants & goals are. Providing someone with the confidence and trust that their future well-being will be provided for is both an undertaking of paramount importance and a truly rewarding experience.”

Peter has over 15 years of experience in financial services starting his career in the municipal bond department of H.C. Wainwright, Inc and then as a convertible bond analyst with Loomis Sayles LP. He left the area of finance for a time to pursue a passion in cycling but has since returned to the area of wealth management which he believes better suits his desire to directly help clients.

He earned a B.A. from Hamilton College which included studies abroad at Sydney
University. He is Series 65 licensed, passed his Level I CFA and is a CERTIFIED FINANCIAL PLANNER professional.

A native of Carlisle, Ma, he now resides in Acton, MA. A former competitive athlete in the realm of cycling and endurance sports, Peter can now typically be found running or walking his dog throughout the vast array of local trails and surrounding woodlands.

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Lexington, MA 02421
Phone: (781) 860-7745
Fax: (781) 207-0253

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