John Sullivan

Client Associate

Joining the Precision Wealth Strategies team in March of 2023, John brings over six years of diverse experience in the finance industry. Prior to joining Precision, John started his career in fund accounting at SEI Investments, before transitioning to a client associate and operations roles at Mercer Advisors and Girard. Today, John serves as a Client Associate actively communicating and assisting clients on a daily basis. John currently holds his FINRA Series 65 securities license.

Born and raised in Central Pennsylvania, John attended Widener University in Chester, PA where he played collegiate Lacrosse and graduated with a Bachelor of Science in Business Administration (Financial Planning, Minor in Accounting). When not at the office, John can be found supporting his Philly Sports fandom – The Eagles, Phillies, 76ers, and Flyers.