Kevin Sullivan

Financial Consultant

At Salem Five Financial

For the past 5 years, Kevin has used his experience in the wealth management industry to help Salem Five clients navigate through their financial challenges. He specializes in asset management, income planning, legacy planning and hosting financial planning seminars.

Before Joining Salem Five Financial

Prior to joining Salem Five, Kevin held positions at a number of notable locations, including TIAA CREF, Citizens Bank and Bank of America.

Education

University of South Carolina – BA, Business and Marketing
Suffolk University – CFP Program

Credentials

Industry Licenses for series 7, 63, 65, held through LPL Financial.

Personal

Kevin grew up in Wakefield and now resides there with his wife and two daughters.

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