Brianna Sullivan
Financial Advisor | The Irick Group, Merrill Private Wealth Management
Brianna collaborates with women, executives, and their families to help them make informed financial decisions and optimize their financial life so they can enjoy what they love. She is devoted to helping her clients navigate every financial challenge they face and brainstorm creative ways to accomplish their desired outcomes. Brianna follows a disciplined process that begins with first taking the time to get to know each client and the client’s family, their financial situation and what matters most to them. From there, she helps her clients create a personalized wealth & investment plan that takes into consideration their cash flow, short & long term goals, risk capacity, and the impact they want their money to have.
Brianna spends her time actively involved in the community with Dress for Success, United Way’s Women Leadership Council, and sits on the young board for Junior Achievement of Western Pennsylvania. She is passionate about helping women live with confidence and achieve financial success. She is native to the Central New York area. She holds a B.A. from Duquesne University and is a CERTIFIED FINANCIAL PLANNER™ professional.
Specialty: Mid-Level Executives; Financial Goal Setting; Preparing for Large Purchases
