Wayne F. Sullivan, AIF®
Wayne founded SFS in 1992 to provide businesses and successful individuals and their families with comprehensive wealth management advice and planning. He started advising clients in 1985 and holds FINRA Series 7, 6, 26, 63, and 65 securities registrations and life insurance licenses. In addition, he has earned the Accredited Investment Fiduciary® professional designation from fi360. Wayne has also received formal training in investment fiduciary responsibility. He is an investment adviser representative with Commonwealth Financial Network®, providing fee- or commission-based advice depending on the client's circumstances. He established a network of independent experts to assist, when necessary, in resolving complex problems or questions often encountered by the firm's high-net-worth clients. Wayne oversees the overall operations of the firm and enjoys personally helping his clients to plan and pursue their goals.
Wayne grew up in Plymouth, Massachusetts, and earned a bachelor's degree from Assumption College in 1984. He resides in Marshfield, Massachusetts. Wayne is a member of the Knights of Columbus. In his spare time, he likes to spend time with his family and friends, travel, read, play basketball, golf, and follow all of the Boston sports teams, especially the Patriots and Red Sox.
April joined SFS in July 2013. As a liaison between our clients and Commonwealth Financial Network®, she is responsible for account maintenance and servicing. This includes opening new accounts, ensuring that all paperwork and documents are in proper order, tracking asset transfers, helping Wayne prepare for client meetings, and processing wire and check requests. April also provides administrative support for the firm's day-to-day operations.
April lives in Plymouth, Massachusetts, with her husband, Rich, and their three children. She is a Marshfield, Massachusetts, native and has an early childhood education degree. In her spare time, April loves spending time with her family, watching her boys play sports, going to the beach, and traveling. She is a fan of the Boston Red Sox, New England Patriots, and Boston Bruins.