Ben Sullivan, CFA®, CFP®

Ben Sullivan, CFA®, CFP®

Chief Investment Officer, AE Wealth Management

Ben joined AE Wealth Management in early 2017 after working as an auditor for a local accounting firm. He served advisers on the trade desk and as a director of wealth before becoming vice president of wealth management in 2022. Ben has passed the Series 7, 24, 66 and is a CFA® charterholder and a CFP® professional. Ben earned his accounting degree from York College, where he played soccer. He spends his free time with his wife, Maggie, and their son, Declan.

Phone: 866.363.9595 | Email: info@ae-wm.com | Website: www.ae-wm.com

LinkedIn: www.linkedin.com/in/ben-sullivan-cfa®-cfp®-581b3216a