James Sullivan
Vice President/Financial Advisor at Essex Financial | West Hartford, Connecticut, United States
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James M. Sullivan, AIF®, CPFA®, serves as Vice President and Financial Advisor at Essex Financial, where he has been a pivotal member of the team since 2009. With over 20 years of experience in the financial services industry, James has honed his expertise in comprehensive retirement planning and investment advice, making him a trusted resource for both individual clients and corporate entities. As the head of the Retirement Plan Services department, he leads a dedicated team that specializes in providing advisory services tailored to meet the unique needs of retirement plans.
Under James's leadership, the department has successfully implemented innovative strategies that enhance retirement outcomes for clients, focusing on areas such as strategic financial planning, investment management, and compliance. His proficiency in navigating complex regulatory environments, coupled with his deep understanding of fixed annuities and mutual funds, allows him to offer clients a holistic approach to retirement savings and investment strategies.
James's commitment to excellence is reflected in his professional designations as an Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®), which underscore his dedication to fiduciary responsibility and ethical investment practices. His leadership skills are evident in his ability to mentor junior advisors and foster a collaborative environment that prioritizes client success. As he continues to drive key projects that enhance the firm’s retirement services, James remains focused on delivering exceptional value and results for his clients, ensuring they are well-prepared for a secure financial future.
Vice President/Financial Advisor at Essex Financial in April 2009 to Present
Regional Consultant at Fidelity in March 2007 to February 2009
Director - FRIAG at Fidelity in December 2005 to March 2007
Manager - Retirement Investment Services at Fidelity in April 2004 to December 2005
Variable Annuity Sales Support at Allmerica Financial in January 1998 to January 2000
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Strategic Financial Planning
Investments
Retirement
Series 7
Financial Services
Fixed Annuities
Leadership
Management
Finance
Sales
Sales Operations
Mutual Funds
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Discover more about Essex FinancialWhat is James Sullivan email address?
Email James Sullivan at [email protected] and [email protected]. This email is the most updated James Sullivan email found in 2026.
What is James Sullivan phone number?
James Sullivan phone number is +16037813463.
How to contact James Sullivan?
To contact James Sullivan send an email to [email protected] or [email protected]. If you want to call James Sullivan try calling on +16037813463.
What is James Sullivan net worth?
James Sullivan has an estimated net worth of $750,000 to $999,999
What company does James Sullivan work for?
James Sullivan works for Essex Financial
What is James Sullivan's role at Essex Financial?
James Sullivan is Vice President/Financial Advisor
James Sullivan Email Addresses
James Sullivan Phone Numbers
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