EM
Emily Morgan
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Work Experience
Jul 2022 - Present · 2 years and 6 months
Wealth Advisor
Mar 2024 - Present · 10 months
Associate Wealth Advisor
Jul 2022 - Present · 2 years and 6 months
SunTrust Mortgage
Loan Officer Assistant
Jul 2007 - Jul 2008 · 1 years
Company Details
Sullivan & Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and achieve their financial goals. With a combined total of over 150 years of industry experience, we have the expertise to develop a plan that is specific to your needs. Sullivan & Schlieman Wealth Management, LLC was founded by Andrew Sullivan, CFP®, and Josh Schlieman, CFP®. With the help of a committed staff, Josh and Andrew earn their clients’ trust through hard work, open and honest discussion, and their team’s collaborative effort to exceed client expectations. As a result of earning their clients’ trust, Andrew and Josh have established client relationships that are multi-generational, lasting over 20 years. Should you have any questions or would like to learn more about our firm, please feel free to visit our website or contact us at 678-867-0500. We look forward to hearing from you! Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (www.finra.org) (www.sipc.org). For a list of states in which we are registered to do business, please visit www.sullivanandschlieman.com
Year Founded
2008
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
5755 North Point Pkwy Suite 207 Alpharetta, Georgia 30022, US
Keywords
Comprehensive Financial PlanningRetirement PlanningEstate PlanningInsurance & Liability ManagementEducation PlanningFamily Needs PlanningCharitable Giving
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