marcia-sullivan
 

 

Marcia A. Sullivan, CFP®
Financial Advisor, Private Wealth Management
[email protected]


A CERTIFIED FINANCIAL PLANNERTM professional*, Marcia has been working in the financial planning industry since 1993, beginning as a retirement planning specialist for The Horizon Group. In 1998, she joined College Funding Advisors and Alliance Financial Services, where she honed her specialized talents in helping families qualify for need-based financial aid and, once the children had graduated from college, plan for their retirement. Looking to offer these skills to a broader audience, Marcia joined Bartholomew & Company in 2018.

Marcia completed her studies with the College for Financial Planning in September 1998 and received her CFP® certification that same year. She holds FINRA Series 6 and 63 securities registrations and is a registered representative as well as an investment adviser representative of Commonwealth Financial Network®. She is licensed to sell life insurance, annuities, and long-term care insurance. Marcia is a graduate of the Boston Conservatory of Music with a degree in classical guitar.

When not meeting with clients or writing retirement plans, Marcia can be found playing with her two grandchildren, hiking with her husband and dog, riding her horse, or making decadently delicious chocolates for friends and family.

 

Location: Bedford Office

 

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.