Donnie Sullivan, Financial Advisor located in Gilbert, AZ

Financial Advisor
Donnie Sullivan

CEPA®, AAMS®, CRPC™
2680 S Val Vista Dr Bldg 2, Suite 106, Gilbert, AZ 85295opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • College Savings
  • Portfolio Reviews
  • New Investors

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Hiking
  • Traveling
  • Volunteering
  • Spending Time with Family
  • Pickleball

Team Members

  • Julie Davis
    Sr. Branch Office Administrator
  • Christy Nelsen
    Sr. Branch Office Administrator
    AAMS®, FPQP®
  • Jennifer Madsen
    Sr. Branch Office Administrator
  • Cecilia Valencia
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(602) 476-1884

Fax

(844) 784-2461

Office Address

2680 S Val Vista Dr Bldg 2
Suite 106
Gilbert, AZ 85295opens in a new window

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