Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Brian S. Sullivan

Senior Vice President–Wealth Management

Financial Advisor

With two decades of experience working at UBS as a financial professional, Brian offers a comprehensive planning-based approach that is designed to help his clients achieve their financial goals. Intrigued by finance from a young age and after an 8 year professional hockey career, he embarked on his career as a financial advisor with a commitment to always doing the right thing for his clients. As a seasoned professional with experience in all aspects of wealth management, Brian serves the complex needs of business owners, corporate executives, professional athletes and high net worth clients.

He has been recognized by UBS as a distinguished member of UBS's Director's Council, representing an exclusive group of top tier advisors on a national level. Brian earned his B.S. in business administration from Northeastern University. He holds the Series 7 and 66 securities licenses, as well as state life and health insurance licenses.

Brian and his wife, Kristine, live in Needham with their two daughters. He is actively involved as a volunteer hockey coach in Massachusetts. In his free time, Brian enjoys boating, fishing and travel.

Registered States:
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • KY
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • TX
  • UT
  • VA
  • VT
  • WV

Education

  • B.S. Business Administration, Northeastern University

Credentials

  • Senior Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481
  • (781) 446-8911

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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