Joseph Sullivan, CFP,® CLU,® ChFC®
Brokerage Director
Joe Sullivan serves as Brokerage Director for Highland. He started in the financial services industry in 1992. Joe specializes in supporting financial advisors with the use of insurance products in areas of estate planning, business continuation, executive compensation, long-term care, and disability insurance.
Joe is a subject matter expert with all types of life insurance, past, and present policy designs. With his knowledge and experience, Joe provides comprehensive life insurance reviews for clients needing direction on policies purchased decades ago. His success is based on the ability to have financial advisors understand the needs and benefits of partnering with a specialist in the insurance area. It is not artificial intelligence that will help close a case, but the actual intelligence earned only by years of working in the insurance business with financial advisors and their clients.
Prior to Highland, Joe was an AVP, Advanced Marketing Consultant for seven years at LPL Financial. He decided to move to Highland when LPL dissolved its in-house life insurance agency, LPLIA.
Joe holds the following designations, licenses, and registrations – CFP,® CLU,® ChFC,® his Life and Health license, Variable Annuity license, and the Series 6, 7, 24, 63, 65, 99, and SEI.
Joe resides in Tampa, Fla., with his wife Kimberly. He also has two daughters, Megan and Lauren, who graduated or currently attend the University of Central Florida.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.