Brian Sullivan in

Brian Sullivan

Inquirer · DISC type cd
President, CERTIFIED FINANCIAL PLANNER® Professional, RJFS at Primary Financial Advisors
📍 Greater Boston, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
26 Years
Current Role
President, CERTIFIED FINANCIAL PLANNER® Professional, RJFS
Location
Greater Boston, United States
Personality Overview

How Brian shows up

Upfront
ROI Conscious
Judgemental

They care equally about the product and its potential impact. They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Brian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2024
President, CERTIFIED FINANCIAL PLANNER® Professional, RJFS
Primary Financial Advisors
6-2019 - 10-2024
Guest Lecturer – Advisor Institute
LPL Financial
10-2016 - 10-2024
LPL Investment Advisor Representative - CERTIFIED FINANCIAL PLANNER™
Dietz and Lynch Capital
10-2016 - 10-2023
Marketing Director
Fiduciary Plan Governance
11-2015 - 10-2016
President
BSC Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2002
Masters of Science
Bentley University
1997 - 2001
Bachelor of Science
Bentley University
2006 - 2006
Project Management Fast Track Corporate Education Program
Boston University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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