Tom Sullivan is a CFP® and Registered with Avantax. He came to Las Vegas from Colorado Springs, CO in 1985 on scholarship to play tennis for UNLV where he earned a degree in Finance from the School of Business. After finishing his degree, Tom was able to parlay his athletic experience into a career as a tennis professional in the developing Summerlin community west of the Las Vegas strip. This experience led him to establish both personal and professional relationships he enjoys and maintains today all the while starting a family and making Las Vegas his new home.
Tom has been a successful financial advisor with former broker dealer LPL Financial for over 20 years and earned the prestigious CFP® (CERTIFIED FINANCIAL PLANNER professional) designation and been a member of the National Institute for Estate Planners. His approach can help you invest conservatively, potentially reduce your exposure to taxes, address your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren. He does this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
If this method addressing your financial needs sounds appealing, we invite you to spend some time exploring this site. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or e-mail us.