Avantax welcomes Sullivan Financial Services, Inc., with
DALLAS, March 23, 2022 (GLOBE NEWSWIRE) — Avantax®a leader in tax-focused financial planning, welcomes Sullivan Financial Services, Inc., an elite firm based in Las Vegas, Nevada, with over $200 million in client assets as of January 1, 2022. Professional of veteran finance Tom Sullivan, PCP®transfer to Avantax after 24 years with LPL Financial.
Sullivan Financial Services’ strong practice is rooted in its commitment to holistic financial services, including estate planning, trust services and comprehensive financial planning.
“For me, it was time for a change, to be with a company where you don’t get lost, you’re not on hold forever, and you can get better customer service and a better overall experience,” said Sullivan. “Other companies have reduced the offers available, and I really like the Avantax product line because things like 1031 exchanges are important to us. Also, the Avantax technology, like the Tax-Loss Harvester, creates gains significant efficiencies.
Sullivan works with a variety of high net worth clients including small business owners, entrepreneurs and doctors. He built his successful business by developing partnerships with estate planning attorneys and CPAs.
“Tom is a perfect fit for Avantax because he values strong relationships with accounting firms, and we look forward to helping him engage even more with tax professionals and CPAs in the Avantax community,” said Todd Mackay, Chairman of Avantax Wealth Management.®. “I’m also delighted that Tom chose Avantax because he’s eager to get his ideas heard, and that will happen here because our finance professionals have direct access to Avantax’s leadership.”
Sullivan is well known throughout Las Vegas and throughout the financial services industry.
“I have known Tom for many years, and couldn’t be happier to have him join the Avantax community as he has ideas to share and wants to engage with and help other finance professionals,” said Laurie Stack, Vice President, Business. Development for Avantax. “Tom is a great addition to our tight-knit community of finance professionals, tax professionals and CPAs, all of whom benefit from the training, resources and peer involvement that are the heart and soul of Avantax. “
Sullivan, a Colorado native, moved to Las Vegas in 1985 on a scholarship to play tennis for UNLV where he earned a degree in finance from the School of Business. He holds the prestigious CFP® (CERTIFIED FINANCIAL PLANNER professional) and is a member of the National Institute for Estate Planners.
About Avantax Wealth Management®
Avantax Wealth Management® offers a tax-efficient approach to comprehensive financial planning. Avantax’s Tax-Smart approach helps clients leverage taxes to create opportunities for financial growth. Most financial companies deal with taxes after the fact, if at all, even though taxes are one of life’s most complex and costly expenses. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and personalize opportunities throughout their clients’ financial lifecycles to achieve better long-term results. . The wealth management segment of Blucora, Inc. (NASDAQ: BCOR), which includes Avantax Wealth Management® and the Avantax Planning Partners℠ brands, had total client assets of $89 billion as of December 31, 2021. For more information, please visit us at www.avantax.com or on LinkedIn and Facebook.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® the certification mark logo (with plate pattern) and the CFP® certification mark logo (with flame design) in the United States, which it authorizes for use by persons who successfully meet the initial and continuing certification requirements of the CFP Board.