Securities Registrations:
Series 7, Series 24, Series 63 and Series 65
Insurance licenses: Life, Health & Variable Contracts


Professional Designations:
 CDFA™, Certified Divorce Financial Analyst™
Institute of Divorce Financial Analysts, IDFA
Member:  Association of Divorce Financial Planning, ADFP

Professional Experience:
March 2007 - Present: Sullivan Wealth Management; Registered Principal, Raymond James.

2004-2007: Banc of America Investment Services, Inc. Financial Advisor and Assistant Market Director for Maine and New Hampshire.

1995-2004: McDonald Investments, KeyBank. Financial Advisor.  Member of 401k Advisory Forum.

1989-1994: Prudential Insurance Co. Registered Representative

Personal Information:
Since 1987, Kevin has lived in the Winslow area. He began his career in the financial services industry in 1989. He is a perpetual student of the business and has won numerous awards for outstanding skills and leadership in every position he has held. Some of his highly regarded achievements are *Financial Advisor of the Year and Outstanding Premier Banking & Investing Partner of the Year with Bank of America.  He served as the Assistant Market Director for Maine and New Hampshire while affiliated with Bank of America, in which he trained and cultivated 24 financial advisors.  He also was a member of the National 401k Advisory Forum at KeyBank/McDonald Investments.

He is a gifted musician, singer, & songwriter which led to the “Financial Symphony” concept. Kevin’s goal is to be a financial symphony resource for his clients.

*Based on production and customer service.

Tom has been an insurance advisor since 1980 and has helped hundreds of people over the years plan and understand their insurance situation.  Tom is  proficient in Long-Term Care, Life Insurance, Health Insurance, and disability Insurance.  He has deep experience working with individuals and businesses. 
We asked Tom to affiliate us in working with our clients to ensure that they are receiving comprehensive insurance planning services while we stay focused on the investment and retirement income planning side.  Tom has been a wonderful match for our clients and they appreciate the attention that the team provides.

Valerie Sullivan, formerly of Nashua, NH, has experience as a top producer in real estate sales and marketing, as well as being a business owner. Her experience and training as a Realtor, business owner, Sunday school teacher, and mother have given her a variety of skills in leadership and management that are applied today.

Her responsibilities as Office Manager are to make sure the operational side of the business is smooth and seamless for all clients. She also coordinates the marketing, educational seminars and training sessions given for clients throughout the year. As she works to make the clients experiences pleasant, she is open to suggestions for improvements, questions, or concerns. You can e-mail her at valerie.sullivan@raymondjames.com  or call the office at
(207) 660-6637.

Maryanne's responsibilities as the Administrative Assistant include handling the day to day operational needs of the financial advisors and our clients. She opens new accounts, sets up systematic income distribution and general office tasks.

Her hobbies and interests include the following: jewelry making, yoga, riding her motorcycle and photography. Her love of photography has evolved into her business "A View of Tranquility" – blank photo greeting cards that capture her true love of nature.

She resides in Oakland with her husband and 3 children.