Patrick J. Sullivan

Patrick J. Sullivan

Managing Director

Patrick Sullivan brings nearly 30 years of experience in financial services to his role as a founder and managing director with Private Advisor Group. Patrick is a true visionary, having seen and participated in tremendous changes in the advisory industry over the course of his career.

Patrick began his career in 1984 with NYNEX (now Verizon), serving in various management operations and finance positions. After earning his MBA in 1994, he decided to change careers and became a financial advisor with American Express Financial Advisors. In 1997, wanting to offer his clients a wider selection of products and services, Patrick partnered with LPL Financial and created Morristown Financial Group.

An active community participant, Patrick serves on the board of directors for the past 10 years for Good Grief Inc., a non-profit that provides peer support groups for families who have lost a parent or sibling. He is also a treasurer of the Board of the Actors Center, a non-profit dedicated to the theater.

Born and raised in Brooklyn, NY, Patrick now resides in Chatham, NJ, with his wife, Pam, and their three children, Patrick, Fallon and Callie.

Education: BA, State University of New York at Albany; MBA, Fordham University

Registrations Held with LPL Financial: FINRA Series 4, 7, 24, 31, 53, 63

Designations: Certified Financial Planner (CFP®), Chartered Financial Consultant® (ChFC®)

 

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