Jeff Sullivan
Founder - Financial Advisor - President at Peacefield Financial | Quincy, Massachusetts, United States
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Jeff Sullivan is a seasoned financial professional with a wealth of experience in the financial services industry. As the Founder, Financial Advisor, and President of Peacefield Financial, he has transitioned from a successful career as a wholesaler of mutual funds, fixed and variable annuities, and deferred compensation plans to a role focused on empowering individuals and families to achieve their financial goals. At Peacefield Financial, Jeff leverages his extensive background to provide comprehensive financial planning services, guiding clients through the complexities of investments, retirement planning, and wealth management.
Under his leadership, Peacefield Financial has become a full-service financial planning firm dedicated to educating the general public about personal wealth building and financial literacy. Jeff’s commitment to demystifying financial concepts allows clients to navigate their financial journeys with confidence. He is particularly passionate about helping clients understand the importance of deferred compensation and philanthropic solutions, ensuring they can make informed decisions that align with their long-term aspirations.
Jeff’s expertise in financial advisory services is complemented by his ability to communicate complex financial strategies in an accessible manner. He believes that everyone deserves the opportunity to build a secure financial future, and he actively engages with clients to create tailored financial plans that reflect their unique circumstances and goals. With a focus on integrity and transparency, Jeff Sullivan and his team at Peacefield Financial are dedicated to fostering lasting relationships that empower clients to take control of their financial destinies.
Founder - Financial Advisor - President at Peacefield Financial in October 2018 to Present
External Wholesaler at TIAA in January 2015 to January 2017
MD of Wirehouse Accounts at Sun Life in January 2009 to January 2012
External Wholesaler at Lincoln Financial Group in January 2006 to January 2009
External Wholesaler at Guardian Life in January 2001 to January 2006
Financial Advisor at U.S. Trust in January 1998 to January 2001
PFA - Putnam Fund Associate at Putnam Investments in January 1994 to January 1998
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Investments
Financial Advisory
Retirement Planning
Financial Planning
Deferred Compensation
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What is Jeff Sullivan email address?
Email Jeff Sullivan at [email protected]. This email is the most updated Jeff Sullivan email found in 2026.
How to contact Jeff Sullivan?
To contact Jeff Sullivan send an email to [email protected]. (updated on November 04, 2024)
What company does Jeff Sullivan work for?
Jeff Sullivan works for Peacefield Financial
What is Jeff Sullivan's role at Peacefield Financial?
Jeff Sullivan is Founder - Financial Advisor - President
What is Jeff Sullivan's Phone Number?
Jeff Sullivan's phone (413) ***-*170
What industry does Jeff Sullivan work in?
Jeff Sullivan works in the Financial Services industry.
Jeff Sullivan Email Addresses
Jeff Sullivan Phone Numbers
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