John Sullivan

John leads Dynasty Financial Partner’s Network Development efforts. His goal is to help educate captive financial advisors on the merits and benefits of the independent wealth management space. He is uniquely positioned to help financial advisors as he has worked with many of the top financial advisors in the industry for the last 20+ years.

Prior to joining Dynasty in 2012, Mr. Sullivan spent over twenty years at Morgan Stanley Smith Barney / Citigroup, serving in numerous high net worth wealth management roles. Most recently he was Director of Wealth Planning Centers, a national role geared toward helping Financial Advisors provide their clients with comprehensive wealth management solutions. Previously he served as Divisional Director of Private Wealth Management in the Midwest, catering to those clients and prospects with $50MM or more in investable assets. John also spent several years as a Credit and Lending Specialist helping Financial Advisors deliver tailored credit solutions to their high net worth clients and prospects. Mr. Sullivan is a graduate of the University of Maryland.