"Sullivan Team"
Bob Sullivan joins Allen & Company with an expansive career in Financial Services that spans over three decades and includes a comprehensive knowledge of products and services.
In his leisure, Bob is engaged in any number of activities ranging from boating, fishing and golfing to fundraising. Bob uses his love of golf to give back to his community as a member of the Copperhead Charities Board for the upcoming Valspar PGA Championship at Innisbrook Resort in Tarpon Springs, FL.
A native of Rye, New York, Bob came to Florida over forty years ago and lives with his family in Clearwater. He graduated from the University of Florida with a major in Finance with a B.S. in Business Administration and was a member of the Pi Kappa Phi Fraternity. Additionally, he holds the CIMC® and CIMA® designations.
Bob Sullivan holds the Series 7, 63 and 65 registrations with LPL Financial. He also holds his life, health, and variable annuities insurance licenses.
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At an early age Scott knew he had a passion for financial services and investments, so after years in another client relations position he finally launched his career in October 2020 at Allen & Company joining his father and now partner Bob Sullivan.
Scott was born and raised in Clearwater, FL and attended college at Florida Atlantic University in Boca Raton, completing a bachelor’s degree in management and Marketing. In early 2021 he and puppy Stella and moved back to the area and now reside in Dunedin, FL. His family are very zealous of our sports teams, especially the Tampa Bay Lightning and we enjoy time out on the boat fishing or just going to the beach with the dogs.
Driven and excited to help clients navigate the complex financial industry with common sense advice, developing a plan and assisting them to scale their plan over the course of life’s many challenges. Our team accomplishes this with active investment management, financial planning, and access to a wide array of financial instruments. These resources help ensure each portfolio is personalized for that specific client.
Scott Sullivan holds the Series 7 and 66 registrations with LPL Financial.