Sign In

Michael P. Sullivan, CFP®

First Vice President, Financial Advisor at Morgan Stanley

Michael P. Sullivan, CFP® is a First Vice President and Financial Advisor at Morgan Stanley Wealth Management.1 He specializes in equity compensation and wealth management, helping clients manage their equity awards as part of their larger financial picture.2 Sullivan is based in Palo Alto, CA, and can be contacted directly at (650) 340-6516.1

As a Certified Financial Planner (CFP®), Sullivan offers a range of services including:

  • Wealth management and planning
  • Financial planning
  • Executive financial services
  • Professional portfolio management
  • Sustainable investing
  • Estate planning strategies
  • Stock option plans
  • Alternative investments1

Sullivan's approach focuses on helping clients define and strive to meet their financial goals by leveraging Morgan Stanley's resources and investment professionals.1 He aims to preserve and grow his clients' wealth, aligning their equity compensation strategy with their broader financial objectives.2

On LinkedIn, Sullivan's username is mikepsullivan, where he shares financial planning insights and updates related to his work at Morgan Stanley.3

Highlights

Jan 24 · nepc.com
Our Team - Institutional Investors - NEPC
Michael Sullivan | Morgan Stanley Wealth Management
The Sullivan Hanley Group | Morgan Stanley Wealth Management
The Sullivan Hanley Group | Morgan Stanley Wealth Management
The Sullivan Group | Kirkland, WA - Morgan Stanley Financial Advisors
Michael Sullivan - Equity Compensation | Financial Advisor
Michael Sullivan - Equity Compensation | Financial Advisor

Related Questions

What specific services does Michael P. Sullivan offer at Morgan Stanley?
How can I contact Michael P. Sullivan directly?
What are Michael P. Sullivan's qualifications and certifications?
What is Michael P. Sullivan's experience in wealth management?
How does Michael P. Sullivan help clients with equity compensation?
Michael P. Sullivan, CFP®
Michael P. Sullivan, CFP®, photo 1
Michael P. Sullivan, CFP®, photo 2
Add to my network

Location

San Francisco Bay Area