Tell us about YOU!! (Who are you & What do you do?) My name is Kelly Sullivan. I am a Financial Services Professional with New York Life Insurance Company/NYLIFE Securities LLC.
What makes you different/stand out in your industry? My process is one that is individualized and client goal-driven. We will focus on your goals and priorities and create a plan together that is aligned with your goals. I will help you make sound financial decisions to achieve those goals.
What do your clients love about you? Clients love how comfortable it is to discuss their finances with me, especially when they are a bit nervous to do so. They immediately feel that I am trustworthy, there to do what is in their best interest, and explain things really clearly for them to easily understand.
What is the best advice you can share with others? Everyone needs to review what they have in place right now, too much has changed recently. Your current plan may no longer be in alignment with your goals or doing for you what it once did. I can help you do a free analysis and either confirm that you are still in a good place or help you get back on track.
How has the Women’s Business League helped you? The Women’s Business League has opened so many networking and friendship doors for me. I love this group of strong, intelligent, kind, and supportive women. It truly feels like we are a family and have each others’ backs, and I love that.