Nancy Sullivan

Nancy Sullivan

Nancy Sullivan entered the financial services industry in 1989 following more than 15 years in private accounting. She established Sullivan & Sullivan in 2000 Hal Sullivan.

Nancy works closely with individual clients and organizations to help them determine their goals and to develop a financial strategy that can help them reach these goals. She also provides financial strategy services to organizations and has particular expertise in 403(b) plans.

 

Her qualifications include her being a:

  • Registered Representative
  • Investment Advisor Representative
  • Million Dollar Round Table (MDRT) life member

 

As a financial planner who provides fee-based services, Nancy can offer objective advice in the best interest of a client's financial and life goals.

 

Nancy has served as president of the Manchester chapter of the New Hampshire Association of Insurance and Financial Advisors (NAIFA-NH).

 

Nancy is active with several local boards and organizations, including her ongoing work as co-chair of the NAIFA-NH Make-A-Wish Foundation Golf Tournament. She also has served as president of the Greater Derry Boys and Girls Club Booster Club and on the Special Olympics of New Hampshire Corporate Sponsor Committee.

Phone 603-669-0032 x16
Fax 603-647-5728