Michael D. Sullivan, Financial Registered Representative

Michael D. Sullivan, Financial Registered Representative Sullivan Family Financial: Guided by Values. Grounded in Faith. Inspired by Heritage. Vernick Financial Planning and Cadaret Grant and Co. are separate entities.

• SmartVestor Pro with Dave Ramsey who has also been a long-time Coordinator of Dave's Financial Peace University

• Bachelor's degree in Business Management, with a minor in Finance, from Eckerd College

• 20-year veteran of the U.S. Army and Army National Guard

• Resides in Dunedin, Florida with wife Bethany and their two King Charles Cavaliers

• President of a business networking chapter with

BNI in Seminole, FL

• Member of the American Legion in Dunedin, Florida

Securities and Advisory Services offered through Cadaret Grant and Co, an SEC Registered Investment Advisor and Member FINRA/SIPC. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of Cadaret Grant and Co. SmartVestor is not a current client of Cadaret Grant and Co for brokerage or advisory services. Financial professionals of Cadaret Grant and Co pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com] to learn more. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Excited to be supporting the Tampa Bay Irish this month!
01/13/2026

Excited to be supporting the Tampa Bay Irish this month!

The Tampa Bay Irish are excited to present a night of Irish Film to kick off and celebrate the 8th Annual Dunedin International Film Festival 🎉 We'll be showing three exciting films at the glorious Andrews Memorial Chapel:The High King's Daughter (Animated Short)A Proper Pint (First in a series o...

10/06/2025

🌉✨ From iconic San Francisco sights to professional milestones, Mike Sullivan of Michael D. Sullivan, Financial Registered Representative Sullivan Family Financial had an unforgettable week on the West Coast!

While exploring the Golden Gate and soaking in the energy of the city, Mike also took a big step forward in his professional journey.

He attended classes at Golden Gate University — the first institution in the nation to offer a master’s degree in financial planning — as part of his work toward becoming a Certified Financial Planner™. 📚💼

As October is National Financial Planning Month, there’s no better time to make sure your financial future is secure. Reach out to Mike today and let him help you map out your path to financial peace and freedom.

📞 Contact Mike at Sullivan Family Financial:
📧 [email protected]
📱 727-261-1905

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.
07/11/2025

Creating a home inventory can help you fully recover any property losses you incur. Include these four things.

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

What will your family do if you can't earn an income? Here are steps you can take today.
07/09/2025

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, wit...
07/08/2025

U.S. markets soared in Q2, driven by new trade policies. Globally, the MSCI EAFE Index continued its winning streak, with Korea and Japan excelling. European markets had mixed outcomes, with Germany and Spain leading. Economic signals were mixed: GDP contracted, job growth slowed, but durable goods orders surged while inflation trended lower.

Quarterly Market Insights | July 2025 U.S. Markets Markets rose in the second quarter as investors witnessed the new U.S. trade policy's impacts unfold, while tensions continued in the Middle East. The Standard & Poor’s 500 Index rose 10.57 percent, while the Nasdaq Composite climbed 17.75 percent...

Wondering what to tell your financial pro? Check out this quick video for guidance!
07/07/2025

Wondering what to tell your financial pro? Check out this quick video for guidance!

Here are the top 5 things your team may want to hear.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
07/04/2025

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Enter various payment options and determine how long it may take to pay off a credit card.

There are thousands of Exchange Traded Funds available. Should you invest in them?
07/02/2025

There are thousands of Exchange Traded Funds available. Should you invest in them?

There are thousands of ETFs available. Should you invest in them?

Ever wonder about those free credit scores you get once a year?
06/30/2025

Ever wonder about those free credit scores you get once a year?

What’s the deal with your yearly free credit report?

Address

303 Main Street
Dunedin, FL
34698

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+16039239027

Website

Alerts

Be the first to know and let us send you an email when Michael D. Sullivan, Financial Registered Representative posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category