Brian J. Sullivan

Brian J. Sullivan, CFP®, Wealth Planner in Glenmede’s Philadelphia office, where he develops, implements and monitors comprehensive estate and wealth plans.

Mr. Sullivan brings more than two decades of experience providing advisory services to high net worth individuals and families. These services include estate and wealth transfer planning, retirement planning, business succession planning and income tax planning.

Prior to joining Glenmede, Mr. Sullivan was a Senior Wealth Planner at Wells Fargo Private Bank. Previously, he spent a decade at Vanguard where he served in multiple positions, including roles as Senior Investment Manager and Senior Financial Planner.

Mr. Sullivan received a Bachelor of Science degree in economics from The Pennsylvania State University. He is a CERTIFIED FINANCIAL PLANNER™ and member of the Philadelphia Estate Planning Council and Financial Planning Association.