Elizabeth Sullivan, CFP, CPWA

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Elizabeth Sullivan, CFP, CPWA

Elizabeth A. Sullivan, CFP®, CPWA®, is a Wealth Management Advisor and partner in The Mann Sullivan Group at Merrill Lynch in midtown Manhattan. Her team focuses on delivering integrated wealth counseling through both financial planning and investment management services. Working with a limited number of clients by design, they are able to develop close relationships with the individuals and families they serve and take the time to fully understand their specific set of circumstances. This approach enables the team to not only address clients’ immediate needs and concerns, but also help them “see around corners” to plan for what might happen in the future.

Elizabeth earned a bachelor’s degree in English and Comparative Literature from Columbia University. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. as well as a CERTIFIED PRIVATE WEALTH ADVISOR professional, a designation awarded by Investments & Wealth Institute™. In September of 2019, Elizabeth was named to Forbes “Best-in-State Next-Generation Wealth Advisors” list.*

Originally from Long Island, Elizabeth has lived on the Upper West Side of Manhattan for nearly twenty years. An enthusiastic oenophile, Elizabeth is involved in several wine organizations throughout the Tri-State area and is currently studying for the WSET® Level 3 Award in Wines and Spirits. Trained as a classical pianist, she is also passionate about the performing arts and supporting the ongoing patronage of these organizations. Elizabeth is the founder and co-chair of the Junior Business Council of the Lincoln Center Corporate Fund. She is also a member of the NewYork-Presbyterian Planned Giving Advisory Council, the Financial Planning Association of NY, and the Estate Planning Council of NYC.

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