James Sullivan

Account Executive

James Sullivan has been helping clients for over 20 years make sound
financial and investment decisions. Working with individuals as well as
Fortune 500 companies, he brings a depth of knowledge and insight to even
the most complex of financial investment situations.

Having worked at several big banks over many years, James designed an independent model of delivering service to provide his clientele with the best possible financial investment experience.

James resides in South Jersey with his 5 children and two dogs, Django and Dale.


Need a loan or have a question for James?