James D Sullivan

Solutions to support successful independent financial advisors. Securities offered through LPL Financial, Member SIPC

[James D Sullivan @james_dsullivan]

I got the byline, but these observations are the fruit of lots of conversations with advisors who have made this strategic move. And a lot of help from the Private Advisor Group Marketing Team!

[PrivateAdvisorGroup @privateADVgroup]

Model management isn’t the challenge. Explaining it to clients is. If you’ve ever worried clients might think you’re “handing off” their portfolio, this Perspectives piece breaks down how to reframe the conversation.
https://t.co/1S1oM0Yvc0

[James D Sullivan @james_dsullivan]

I’m very proud to be associated with this group!

[PrivateAdvisorGroup @privateADVgroup]

We’ve got finalists in the house. Frank Smith + Kelly Coulter_ are up for CEO & CMO of the Year at the 2025 #Wealthies.

Drew Boyer, CFP, Finalist for Thought Leader of the Year.
Advisor-first leadership, always. @wealth_mgmt
https://t.co/yfmGhuHN21

[James D Sullivan @james_dsullivan]

@djwindle Enjoy, DJ!

[James D Sullivan @james_dsullivan]

We are thrilled to be adding more great partners!

[PrivateAdvisorGroup @privateADVgroup]

More options. Lower pricing. 🚀
WealthSuite just got a major upgrade with new strategists like LoCorr Funds and State Street Global Advisors.
Catch the latest! https://t.co/Z08WkrrzFx

[PrivateAdvisorGroup @privateADVgroup]

More options. Lower pricing. 🚀
WealthSuite just got a major upgrade with new strategists like LoCorr Funds and State Street Global Advisors.
Catch the latest! https://t.co/Z08WkrrzFx

[James D Sullivan @james_dsullivan]

@AaronKlein Let’s go!!!!

[James D Sullivan @james_dsullivan]

@RyanDetrick I thought you meant College Basketball!

[James D Sullivan @james_dsullivan]

@dickiebush Far and away, best read for me this year to date:

Apeirogon: A Novel https://t.co/EcKfZsNszd

[James D Sullivan @james_dsullivan]

@djwindle Congratulations, DJ! That is wonderful! Those clients are well taken care of.

[James D Sullivan @james_dsullivan]

@danielcrosby Congratulations, Daniel! That’s great stuff!

[James D Sullivan @james_dsullivan]

And the best colleagues in the business!

[PrivateAdvisorGroup @privateADVgroup]

Our advisors say it best, “integrated, part of a community, valued, feels like joining a family!” Hear why they choose Private Advisor Group and message us to explore opportunities for your team: https://t.co/TTAHl8IMTz

[James D Sullivan @james_dsullivan]

Great time with Verne and @RickyRedtail Two people who know a ton about and have a lot of affection for financial advisors!

[PrivateAdvisorGroup @privateADVgroup]

Join Private Advisor Group’s @james_dsullivan and Verne Marble with @orionwealthtech @RickyRedtail as they discuss essential strategies to attract and retain top advisor talent. https://t.co/Dx7jJQWniq

[James D Sullivan @james_dsullivan]

@conlawgeek @espn @OU_MBBall @TexasMBB @NBA You might want to turn that phone off and back on!

[Monarch Wealth Management @Monarch_Wealth1]

Happy National Superhero Day! While we may not wear capes, at Monarch Wealth Management, we believe everyone has the potential to be a financial superhero. ‍Ready to unleash your financial superpowers? We can help you craft a personalized financial plan to achieve your goals.

[PrivateAdvisorGroup @privateADVgroup]

Did you know that over 60% of adults worldwide lack basic financial literacy skills? 📉 Financial knowledge is power!   Let's inform, inspire, and empower our community.  Together, we can build a future where everyone feels confident managing their finances.

[nick @nick__xo]

Y’all remember when Isaiah Stewart tried to save this baby that was crawling on the court but they wouldn’t let him? 😂

[James D Sullivan @james_dsullivan]

Abby Salameh kicks off Technology Tools for Today Conference with a full agenda @AbbySalameh #T32024

[James D Sullivan @james_dsullivan]

Thrilled to have Bob and his team choose to affiliate their firm with ours!

[PrivateAdvisorGroup @privateADVgroup]

Drake Financial Services, led by Robert Drake, has joined @privateADVgroup! With 30+ years of expertise and $100M+ AUM, they bring a holistic wealth management approach. Our solutions and cutting-edge tech will fuel their growth. Welcome to the family! 🤝https://t.co/zgzoDBnWe3

[PrivateAdvisorGroup @privateADVgroup]

Drake Financial Services, led by Robert Drake, has joined @privateADVgroup! With 30+ years of expertise and $100M+ AUM, they bring a holistic wealth management approach. Our solutions and cutting-edge tech will fuel their growth. Welcome to the family! 🤝https://t.co/zgzoDBnWe3

[Kelly Coulter @mrskellycoulter]

@privateADVgroup Fantastic to have such a wonderful team join our community!