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Colleen S

Series 63

San Angelo, TX

Raymond James Financial

Colleen Sullivan is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at First Financial Bank N.A. since 1998 and has been affiliated with Raymond James Financial Services Advisors, Inc. for the past 10 years. Sullivan also serves as an associate/employee supporting brokerage services at First Financial Investment Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning based on detailed risk profiling and analytical modeling and supports its clients through various advisory programs and specialized services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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