Andrew R Sullivan

Andrew R Sullivan

Founder | President

Andrew R Sullivan founded CIO Wealth Management Inc. in 2009 after 12 years at Merrill Lynch Wealth Management in Wellesley and Newton, MA.

As president of CIO Andrew develops and monitors personalized investment strategies and financial planning solutions for CIO’s clients. Andrew enjoys getting to know CIO’s clients and their families while learning about their financial goals, history, and successes. After 23 years advising clients, Andrew takes just as much pleasure in going to graduation and retirement parties seeing long term client goals fulfilled as sitting down with a prospective new client ready to take the first step in the management of their growing wealth.     

Andrew has held the CERTIFIED FINANCIAL PLANNER (CFP) designation since 2002 and the Certified Investment Management Analyst (CIMA) designation since 2004. Through LPL Financial, Andrew holds FINRA Series 7, 66 and 24 securities registrations. Additionally Andrew holds life and health insurance licenses in Massachusetts and several other states. Andrew’s professional memberships include the Investments and Wealth Institute and the Financial Planning Association.

Andrew is a lifelong Massachusetts resident and graduate of Boston College. He lives in Sudbury, MA with his wife and two daughters. Andrew’s interests include golf, skiing, gardening and US history.