Entrepreneur and Senior Financial Advisor Bryan Sullivan Takes A New Approach to Both Investing and His Clients
San Luis Obispo, CA. – November 6, 2011 – Bryan Sullivan is the president and founder of Vellum Financial, an investment firm that is the embodiment of Sullivan’s uncompromising focus on the client.
20 years ago, Sullivan had no idea that one day he would manage over several hundred million dollars, help over 900 clients manage their money and start his own company. Born and raised in Portland, Oregon, Sullivan always had an entrepreneurial spirit.
“When I needed money I would grab my Dad’s lawnmower and begin knocking on doors. Eventually I ended up hiring my friends to work for me,” reminisced Sullivan.
After graduating from Oregon State University, Sullivan ended up at the investment firm Edward Jones. In his first year Sullivan was the fastest starter for the firm and was promoted into a training system where he began to grow his client list and skills.
A few years later Sullivan moved to San Luis Obispo, California and took a job with Merrill Lynch. During his six years at Merrill Lynch, Sullivan got a glimpse of the inner workings of large, corporate financial firms.
“It was eye opening to see how these Wall Street firms reacted to the financial crisis. There was such a lack of transparency, corruption and absolutely no focus on the clients,” admitted Sullivan.
In 2009 Sullivan started Vellum Financial, a strictly objective financial advisory firm that incorporates completely transparent investment management practices while avoiding the negatives of the brokerage industry.
Vellum financial has since expanded to three offices with four advisors and an on staff Certified Financial Advisor (CFA) and Certified Financial Planner (CFP). The struggling economy has not affected Vellum Financial; in the past two years it has grown from managing zero to over $200 Million.
Vellum Financial’s advisors help individuals and families achieve their financial planning goals, by providing advice on Investment Planning; Insurance Planning; Tax Planning; Retirement Planning; Estate Planning; Intergenerational Wealth Transfer Planning; and Educational Savings Planning.
In the future, Sullivan envisions growing his business to managing over a billion dollars. He also hopes to expand offices and add additional advisors. Most importantly, Sullivan wants to continue to provide high quality advice and integrate wealth management solutions that simplify and enhance the quality of his clients’ lives.
Read More: http://vellumfinancial.com/press-news/