James M. Sullivan is a Financial Advisor with Essex Financial Services. He is a graduate of Assumption College in Worcester, MA with a BA in Accounting. James has over ten years of experience in financial services, specializing in retirement investment planning. James holds his FINRA Series 7, 66, 9 and 10 licenses as well as his State of CT Life and Health Insurance license. James’s responsibilities include employer sponsored retirement plan design and individual financial planning.
James and his wife, Emily, are proud parents to two girls, Allie and Kiley. Emily is a Board Certified Associate Behavior Analyst (BCABA). The Sullivans live in West Hartford, CT and are active in various causes supporting Autism Spectrum Disorders awareness and education.
