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:
  • AK
  • AZ
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • KY
  • MA
  • MD
  • ME
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • 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

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UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future? 

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

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