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Deborah A. Sullivan, CFP®

Morgan Stanley Smith Barney

2600 Old Washington Rd
Ste 200
Pittsburgh, PA 15241
Phone: (412) 854-3942
Fax: (412) 833-0363

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Household Income Minimum: $125,000
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.