Jessica M. Sullivan, RFC <br>Partner

Jessica M. Sullivan, RFC
Partner

Phone: (716) 592-9225
Fax: (716) 592-3413
Mobile Phone: (716) 307-5573
E-mail:
 

 

Jessica graduated from Alfred State College in 2008 with an Associates degree in Accounting and a Bachelors degree in Financial Planning.  She has also completed the requirements for her securities licenses as well as life and LTC licenses, and her principal's license, which allows her to supervise other licensed agents.
 
As a paraplanner, Jessica consistently uses the financial planning methods.  Having completed the educational requirement of the CFP® designation with her degree, these methods help her best serve her clients.
 
Holding the RFC® designation Jessica is required to get 40 continuing education credits every year to keep pace with our ever evolving industry.
 
In March 2011 she was named partner, having "exceeded all expectations" via Kevin L. Mahoney, in her first three years with us.
 
For years now, Jessica has served on the Foundation Board for Bertrand Chaffee Hospital.
 
Jessica was featured on the cover of The Register magazine in their May-June 2016 issue with her being their Register Profile story on Building Wealth.
 
Jessica grew up in the area and currently lives in Belfast with her Husband, Vinnie, and their dogs. In free time she enjoys many and diverse interests, ranging from four wheeling, hunting, fishing, boating, snowmobiling, trap shooting, to golfing and shopping. Ask her about her demolition derby driving experience (first prize).