Ryan “Sully” Sullivan, CFP®
Financial Planning Associate
Ryan is a Financial Planning Associate at Potomac Financial where he works closely with our team of seasoned financial advisors to provide comprehensive planning in the areas of personal financial planning, asset allocation strategies, risk management, retirement planning, and estate planning strategies.
With over four years of experience, Ryan provides support through the full scope of client relations. From the initial development of the financial plan to ongoing reviews, he works closely with clients to help develop, implement, monitor, and reassess their plan to align with the individual’s financial goals and objectives. Ryan holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the FINRA Registrations Series 7 and Series 66 (through Commonwealth Financial Network®), as well as Life and Health Insurance licenses.
Ryan’s decision to pursue a career in financial planning was fueled by his desire to help others and make a lasting impact on people as they move through different seasons of their lives. “I have always been attracted to this profession because you really get to know the client on a personal level and understand what is most important to them in life, then work with them to achieve their goals.”
Prior to joining the team, Ryan attended Virginia Tech where he graduated Magna Cum Laude in 2019 with a Bachelor of Science in Finance, with a concentration in financial planning. During his time at Virginia Tech, Ryan was actively involved in the Financial Planning Association Student Chapter and enjoyed cheering on the Hokies during football season.
Outside of work, Ryan is a proud member of the Fairfax County Volunteer Fire and Rescue Department where he is training to be an EMT. In his free time, Ryan enjoys fishing, camping, kayaking, mountain biking, and hanging out with friends and family. Ryan and his fiancée, Amber, are residents of Old Town Alexandria, VA.