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Jack916

Jack916
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ABOUT


John E. "Jack" Sullivan is President & CEO of Heritage Wealth Counselors, LLC. The company is a family office and wealth counseling firm to high net worth families, established in 1997. Mr. Sullivan has over 35 years experience in estate, financial, and insurance planning and is the creator of "The Family Wealth Protection Process TM which allows his practice to focus on enabling people to perpetuate and integrate their values, passions, and belief into their estate plan. His training, experience, commitment, and collaborative approach to this wealth counseling process offers families a life enriching experience while creating their own legacy. This process starts where traditional financial; ...More
SNAPSHOT
  • Description: Registered Investment Advisor (RIA).
  • Interests: Dividend stock ideas & income, ETFs, Options, Stocks - long, Stocks - short
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