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Joseph Sullivan, CPA

Joseph Sullivan, CPA

Executive Advisory Consultant, Registered Representative

Joseph Sullivan has been meeting the needs of individual and corporate clients in the area for more than 17 years. He joined Avantax Investment Servicesâ„  (formerly H.D. Vest Financial Services) in 2003. Today, Joe is recognized as one of Avantax's Premium Advisors, a recognition of the top 75 advisors who have excelled in their field. Prior to that, he logged ten years of experience with a top international accounting firm. Joe is a licensed Certified Public Accountant and has vast professional experience in retirement and investment planning. In addition to being a CPA, he is FINRA Licensed (Series 7, 65, 6 and 63) and a Registered Representative in multiple states, including Pennsylvania, New Jersey, California, Florida, Georgia, New York, South Carolina, and Washington, enabling him to provide you with a variety of investment and insurance products. Joe holds a Bachelor's Degree in Accounting from LaSalle University, where he later earned his M.B.A.

Joe is dedicated to developing lasting relationships with his clients. He is available to help you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Joe is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that you and Joe develop will provide a roadmap working toward a more secure financial future.

Joe credits his parents with teaching him what it takes to work hard, make money and the uncommon wisdom to retain it. He and his wife, Carol, have been blessed with two young teenagers, Liam and Jacqueline, whom he hopes to teach to love always, seize opportunity when they can and fight if they must. An avid outdoorsman, when not in the office, you'll find Joe in the wild.