Sean T. Sullivan
Vice President, Client Relations, Advisory Associate & LPL Registered Representative
As Vice President of Client Relations, Sean is passionate about researching, developing, and monitoring all investment allocations for our clients. Sean works tirelessly to ensure that our corporate retirement plan clients have stellar investment menus for their retirement plan participants. Sean utilizes our proprietary Scorecard Methodology and works closely with a team of CFAs in order to actively manage the funds in our corporate retirement plans. Sean also performs investment due diligence and financial planning for the firm's private wealth clients.
Sean joined the Latus Group after graduating from West Virginia University where he obtained a Bachelor's Degree in Business Administration with an emphasis in Finance. He currently holds the Series 7 and 66 registrations through LPL Financial.
Sean likes to spend his free time staying active through daily workouts. Sean is passionate about snow skiing and loves to ski the mountains of Colorado. Sean is an avid Boston sports fan but can also be found cheering on the Golden Knights.