Wealth Management Company Expanded Ownership of Employees

Reading Time: < 1 minute

Sullivan, Bruyette, Speros and Blayney, LLC is pleased to announce four new principals to the firm effective immediately.

Greg Sullivan, Principal and Co-CEO stated, “We could not be more pleased to have this terrific group as new shareholders in our company. Each of these employees play an integral role in our business and their leadership and enthusiasm for what we do is vital to the success of our company.”

New principals include: Drew Howell, CFP® Director, Client Advisor; Mark Martin, CPA, CFP® Director, Client Advisor; Dave Merrill, CPA Director of Tax; and Karen Wawrzaszek, CFP®, CTFA, Director of Financial Planning.

SBSB was founded in 1991, and the firm has since grown to over 65 employees overseeing more than $4 billion in assets under management. The growth of SBSB is attributable to a team of advisors that believes in a fee-only pricing, a comprehensive set of services (financial planning, portfolio management and tax) and a high-touch, personalized client service ethic. These new principals demonstrate SBSB’s leadership and commitment to the industry, their clients and to their employees.

Share This:

About kevin 1559 Articles
No articles on this site should be construed as the opinion of PriceofBusiness.com. Do your homework, get expert advice before following the advice on this or any other site.

Be the first to comment

Leave a Reply

Your email address will not be published.