Financial Advisor, Merrill Lynch

SULLIVAN / HANLEY GROUP

Global Wealth Management


2021 SPRING ROAD
Suite 700

OAK BROOK, IL 60523

Phone: (630) 954-6286
Email:

Directions to Branch

PROFESSIONAL STAFF

(630) 954-6286Wealth Management Advisor
(630) 954-6285Wealth Management Advisor
(630) 954-6288Registered Client Associate

PROFESSIONAL PROFILE

The SULLIVAN / HANLEY GROUP provides comprehensive planning to High Net Worth Families, Foundations, Profit and Non-profit organizations, with solutions by way of a team of dedicated specialists in the following areas:

  • Trust & Estates
  • Wealth Preservation & Transfer
  • Retirement Plans(Corporate & Non-Profit)
  • Investment Banking & Lending
  • Cash Management
  • Alternatives – Managed Futures & Private Equity

    We then implement a DICIPLINED "Four Step Process”.
    1. Establish Objectives
    2. Set Strategy
    3. Implement Solutions
    4. Review Progress

    KEVIN P. HANLEY
    VICE PRESIDENT - INVESTMENTS
    Kevin has been an advisor since 1997. He received his BBA and MBA from the University of Notre Dame. Kevin currently serves on the boards for Trinity High School, River Forest,IL and Old St. Patrick's Church, Chicago, IL. Kevin lives in the western suburbs of Chicago with his wife Molly and their four children.

    MICHAEL P. SULLIVAN
    FIRST VICE PRESIDENT - INVESTMENTS

    Mike Sullivan has been an advisor since 1988. Mike has had extensive educational training from the following: Fenwick High School, Oak Park, Illinois, St. Marys University of Minnesota, BA, The University of Pennsylvania - Wharton School of Business, Senior Financial Advisor Program & The University of Notre Dame, MBA. Mike lives in the western suburbs of Chicago with his wife Annie and their four children.

    LORI KOSIBA
    REGISTERED CLIENT SERVICES ASSOCIATE

    Lori is a Regitered Client Services Associate and has been in the financial services industry since 1994. She was formerly with Morgan Stanley as an operations manager and registered sales assistant.
    Lori lives in the southern suburbs with her husband Jimmy and has two children.

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    Kevin P. Hanley is registered to do business in: AZ, CA, CO, FL, GA, IL, IN, MA, MO, NC, NM, NY, PA, SC, VA, WA, WI

    Michael Sullivan is registered to do business in: AZ, CA, CO, FL, GA, IL, IN, MA, MO, NC, NM, NY, PA, SC, VA, WA, WI

    Reporting available on FA.COM Set-Up Tool