Associates

Barry is a Certified Investment Management Analyst®(CIMA®). During his 23 years at Merrill Lynch he served on the following boards:

*Retirement Plans National Advisory Board

*Cash Management Account National Advisory Board

*Managed Solutions Group National Advisory Board.
In addition Barry taught two courses on Financial Planning for ten years at Merrill Lynch's National Training Center in Princeton, NJ. He holds the following security registrations: 7, 63, 65, & 24.

*Former Vice Chair of Bishop Kearney High School Board of Trustees

*Past President of Alfred State Alumni Council

*Past Chair St. Thomas the Apostle School Advisory Board

*Past President of St. Thomas the Apostle Parish Council

*National Representative for Wells Fargo Advisors Financial Network to the Services Institute (FSI) Financial Advisory Council

*Three terms, 2004, 2018 and 2019 Wells Fargo Advisors Financial Network Licensee Advisory Board (LAB)

Jon Paul earned his Bachelors in Business Administration from St. Bonaventure University in 1998. While at St. Bonaventure, he was also the manager of the men’s basketball team.

Prior to joining Sullivan & Associates Wealth Management, LLC, Jon Paul held the position of Financial Advisor at Merrill Lynch. He has his series 7 and 66 security registrations as well as New York State Life, Accident and Health Insurance licenses.

Jon Paul enjoys spending time with his wife and four children as well as being a volunteer fireman with the St. Paul Boulevard Fire Department in Irondequoit, NY.

Patrick earned his Bachelor of Arts in Psychology, with a minor in Business Marketing from Syracuse University in 2006. In 2009 he then earned his Masters in Business Administration from Fordham University Graduate School of Business, with a dual concentration in Finance and Marketing. He currently has his Series 7 & Series 66 registrations. Patrick is a CERTIFIED FINANCIAL PLANNER™(CFP®) professional.

A St. Bonaventure University graduate with a Bachelor of Arts degree, Colleen has over 20 years experience working in the communications field. Prior to joining Sullivan & Associates, her communication skills were put to work at various levels of education including elementary, secondary and higher education. She was also responsible for the coordination and implementation of capital campaigns and development programs for St. Bonaventure University and Nazareth College.

Colleen, and her husband, Michael, (also a St. Bonaventure University graduate) have triplet daughters and the family enjoys Nordic skiing, hiking and any other outdoor activity.

Prior to working at Sullivan & Associates Wealth Management LLC, Nil worked as Client Associate for Barry Sullivan at Merrill Lynch. She had worked at Merrill Lynch from 1991 until 2003. Her positions, outside of Client Associate, were Wire Operator, Cashier, Compliance Associate and Operations Supervisor. She is currently the Senior Administrative Assistant.

Debbie Hilleman has over 25 years of experience in the securities industry. Ms. Hilleman's talents and organizational skills are vital to the practice. Before joining Purnell Wealth Management in 1999 (now Sullivan & Associates), she worked at PaineWebber. Debbie holds her Series 7 & 63 securities registrations as well as her state life insurance & variable annuity license.

Michelle believes that sound financial strategies require planning, discipline, and risk management.

With nearly three decades of experience in the financial services industry, Michelle brings an uncommon depth of market knowledge and perspective to her clients.    Her holistic and consultative approach focuses on building long term relationships with an emphasis on trust and satisfaction.

Michelle provides services to high net worth families and successful individuals including entrepreneurs, small business owners, corporate executives, professionals, and retirees.   Michelle also works with non-profit organizations, helping board members develop sound investment strategies to coordinate with their Investment and Spending Policies.

At Wells Fargo Advisors, Michelle has the PIM (Private Investment Management) Portfolio Manager designation.

She is also licensed through the State of CT with the Connecticut Partnership for Long Term Care.  

Michelle received her CFP® designation through the College for Financial Planning in Denver, CO in 1987 and served as President of the CT Financial Planners Association from 1999 – 2001.

She joined Merrill Lynch in 1991 and became an Assistant Vice President – Investments.  In 1999 she joined Paine Webber which was later acquired by UBS Financial Services, Inc

In 2012, Michelle became a partner with Adaptive Wealth Management, LLC  - an independent wealth advisory firm. 

In August of 2017, Michelle joined Sullivan  and Associates Wealth Management, LLC as First Vice President, Portfolio and Planning Associate.

Throughout her career, Michelle has been involved in Community activities including serving as a board member for the Saint Raphael Hospital Foundation and the Albert Schweitzer Institute for the Humanities.

Michelle is a graduate of Dartmouth College, (the 3rd class of co-education), an A.C.A. National Whitewater Canoe Champion and a past instructor of several Outward Bound Schools.

Michelle enjoys skiing and swimming in her free time.