Benjamin Sullivan, CFP®

Assistant Vice President
Ben is an advisor in our New York office, serving a variety of clients by assisting them in every step of the financial planning process. He started at Wealthspire as an intern, which has led to his continued involvement in the firm's internship program to assist in bringing up the next generation of advisors. Ben is a graduate of Villanova University, where he studied Finance, Economics, and Real Estate. 

Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.