The Sullivan Group

The Sullivan Group



Global Wealth Management

1325 FRANKLIN AVENUE
 Floor No. 04,  GARDEN CITY,  NY  11530

Directions to Branch
Phone: (516) 877-8342
Email:  

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PROFESSIONAL STAFF

(516) 877-8342 Senior Vice President-Investments
(516) 877-8249 First Vice President-Investments
(516) 877-8229 Vice President
(516) 877-8413 Senior Associate
(516) 877-8378 Registered Client Associate
(516) 877-8359 Registered Client Associate
(516) 877-8398 Registered Client Associate
(516) 877-8207 Client Associate

PROFESSIONAL PROFILE

With approximately 200 years of combined experience, The Sullivan Group is dedicated to providing clients with the finest individually tailored approach to investing. Our team assists a select group of affluent clients with investment planning, estate and wealth transfer planning strategies. Drawing on our experience and Merrill Lynch's global resources,we develop personalized, strategic solutions to address the complex needs of individuals with substantial wealth. Together with specialists in different areas of expertise, we offer clients a comprehensive range of services including portfolio management; retirement planning; and a full complement of wealth preservation and transfer services.

Using proprietary analysis, historical data and Merrill Lynch research, The Sullivan Group creates customized investment strategies that are designed to help meet client expectations and long term goals. Our goal is to help clients balance risk so that they can enjoy consistent returns while limiting volatility that can sometimes make investing an anxious experience.

Our team works closely with clients' other family advisors, including attorneys and accountants, to focus on clients' total wealth management needs.

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Thomas Sullivan is registered to do business in: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WI

Charles P. Eschmann is registered to do business in: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WI

Charles M. Carson is registered to do business in: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WI

For questions regarding registration information please contact your Financial Advisor.