We are thrilled to share that Ben Sullivan, CFA®, CFP®, VP of Wealth Management, has been named one of six Excellence Awardees for 2024 by InvestmentNews. These awards are only presented to those that excel in areas such as providing exceptional service to advisors, communication, product knowledge, and relationship management. While we already know Ben excels in all these areas, we are so proud to see him receive this well-deserved recognition. Thank you, Ben, for your unwavering dedication to helping our advisors become better business owners each day.
Congratulations! One of the brightest young minds in our industry. Well-deserved!!!
Congratulations Ben Sullivan, CFA®, CFP®!! Well deserved.
Well deserved!
Congratulations!
Client Relationship Manager at Taylor Corporation
2moCongrats Ben... You're awesome young man