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Neighbor News

Merrill's Tim Sullivan Returns to Forbes "Best-in-State" list

Boston advisor makes 2020 list second year in a row

Tim Sullivan
Tim Sullivan

For the second year in a row, Tim Sullivan, a wealth management advisor with Merrill Lynch in Boston, was named to the 2020 Forbes "Best-in-State" wealth advisor list. The Forbes ranking is based on criteria such as industry experience, assets under management, client retention and the adoption of best practices. Sullivan takes a highly customized approach to addressing the investment needs of his clients, sensitive to their risk parameters, personal timelines, lifestyle needs and long-term goals. He is a graduate of Colby College with a bachelor's degree in administrative science and lives in North Andover with his wife, Debra, and their four children.

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