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Amy Sullivan

Financial Advisor

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I began my career at Edward Jones in 2008, in the midst of the financial crisis. Feeling the emotions from clients at that time has shaped my career. I want my clients to have confidence in their future and always be prepared to meet their ...... Show More
Location & Business Hours
Tuesday
08:00AM to 04:00PM
Wednesday
08:00AM to 04:00PM
Thursday
08:00AM to 04:00PM
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About
I began my career at Edward Jones in 2008, in the midst of the financial crisis. Feeling the emotions from clients at that time has shaped my career. I want my clients to have confidence in their future and always be prepared to meet their long-term goals.I started with Edward Jones because I am passionate about intentional financial freedom. My family talked about finances openly, and I hold this as a high value. As I've continued on in my career, I see how crucial these conversations are for retirement planning, estate considerations and preparing for multi-generational wealth transfer. I feel so honored to be a part of these conversations for the families I serve. As a limited partner in the firm, I was named a regional leader in 2018, and today I am responsible for 61 financial advisors in Northwest Indiana. I am passionate about serving others and I'm grateful to make an impact in this way.I am originally from Wabash and have been back in the community for 15 years. My husband, Patrick, and I have two children, Will and Mia. A lot of our time is spent chasing these little ones around! We love playing outdoors and finding new adventures.I am proud to be a part of the Wabash Community. Over the years, I have served in several board positions, including the Honeywell Foundation, Honeywell House, Community Foundation of Wabash County and Rotary. My team includes four committed individuals who are dedicated to you and your family. I, Amy, serve as the lead financial advisor, and CERTIFIED FINANCIAL PLANNER™ professional.Susan Street is licensed and works as an additional Registered Branch Associate to review your goals, portfolio, and assist in executing my recommendations. Alli Keith is focused on client service. She assists in scheduling reviews, keeping information up to date throughout the year, and preparing you for your meeting.Amanda Ridgway is another financial advisor with us. She works with our clients who do not yet have complex needs. She has 10 years of experience and four years with Edward Jones.Relationships are key. I want to know what is most important to you, and I shape my advice around your purpose. In addition, the firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term goals.Give us a call today. We look forward to meeting you!
Specialities
Retirement Income Strategies
Intergenerational Planning
Entrepreneurs & Business Owners
Charitable Giving
Wealth Strategies
Estate & Legacy Strategies
55
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FAQs
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What organization is Amy Sullivan associated with?
Amy Sullivan is associated with Edward Jones.
What is Amy Sullivan’s work email address?
Amy Sullivan’s professional email address is a**********n@e**********.com. You can also email Amy Sullivan by clicking on the contact Amy Sullivan.
Where is Amy Sullivan based out of?
Amy Sullivan’s primary location is Wabash, IN.
What is Amy Sullivan's phone number?
Amy Sullivan's phone number is (260) 563-8428
What is Amy Sullivan's title??
Amy Sullivan is a Financial Advisor.