Edward Sullivan, CFP®

Senior Vice President

After the birth of his first daughter, Ed was jolted into addressing his own financial plan and vision for his and his family’s future as he was now forced to think about risk management, college saving and retirement planning. That life-changing event, had a profound effect on Ed and was the catalyst for his current business.  He strives to provide his clients with information, ideas and strategies that will help them realize their short and long term financial goals.  With customized solutions for each client, he also works closely with family advisors, attorneys and accountants.  He focuses on developing a comprehensive financial plan and implementing appropriate wealth management strategies.  He is a Certified Financial Planner ® with over 20 years of experience in the financial services industry.

Ed is a graduate of Seton Hall Prep and Seton Hall University. He plays and referees ice hockey as well as organizes an adult hockey league. With his wife Melissa and two daughters, Ed lives in Scotch Plains, NJ and is an active member of Calvary Lutheran Church in Cranford, NJ.  

Phone (732) 546-9294
Fax (888) 244-7136