Robert Sullivan

Rob M. Sullivan is a Managing Director - Investment Officer with Wells Fargo Advisors. Mr. Sullivan has extensive investment advisory experience, helping individuals and families achieve their unique financial goals. Prior to joining Wells Fargo Advisors in 2016, Mr. Sullivan spent nearly five years as a financial advisor at Merrill Lynch. Previously, he worked for a compensation consulting firm, Radford, valuing and recommending annual equity awards. Services include asset management, investment planning, retirement planning, self-directed accounts and providing clients with access to lending and banking services through Wells Fargo affiliates. He has over $950,000,000 of investments under management (as of 1/11/2026). He graduated with honors from the University of California at Berkeley with a Bachelor of Arts in Environmental Economics, and was a member of a ranked NCAA football team and national champion rugby team. Many years later he now contents himself with being in the back row (and middle row, when he feels ambitious) of yoga class. Rob has been named as one of Forbes Best-In-State Wealth Advisors: 2025. He has also been named Top Next-Gen Wealth Advisors Best-In-State for 2022, 2023, 2024, 2025.