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ABOUT US

OVERVIEW

OVERVIEW

We create strategies that are tailored to your needs and goals.

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OUR PROFESSIONALS

OUR PROFESSIONALS

Years of experience have prepared us to guide you through your life transitions.

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OUR CULTURE

OUR CULTURE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet our team of experienced professionals.


Most hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance strategies.

Glenn Sullivan

CLIENT SERVICE ASSOCIATE


Glenn grew up in Wilmington, MA and quickly found his passion for teamwork and helping others from playing ice hockey and volunteering at the Leukemia and Lymphoma Society with his family. He earned his Bachelor of Science degree in Business Administration with a focus in Finance and Management at the University of New Hampshire. Glenn wanted to join a team-oriented organization that works with families to improve their financial lives, which led him to Financial Compass Group.

 

Glenn works with individuals and families to understand their personalized goals and implement customized financial strategies that help create and protect wealth, from the beginning of asset accumulation through intergenerational wealth planning. Having his clients be a part of the process is integral to Glenn, as he believes empowering them through the education of financial concepts will ultimately give them the confidence to lead them to their financial success and freedom.

 

Prior to joining Financial Compass Group, Glenn had been an advisor at Equitable Advisors as part of the Retirement Benefits Group and Merrill Lynch Wealth Management. During his time at Equitable and Merrill Lynch, Glenn's focus was to help families achieve not just their short-term goals, but their long-term success.

 

Glenn now resides in Kittery, ME. When he is not working with clients, Glenn enjoys running, camping, snowboarding, and spending as much time with his family and friends.

 

Glenn Sullivan is a registered representative who offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. AGE-7489342.1(Exp. 01/2029)

 

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