Professional

After spending 10 years in public education, I realized that it was time for a change. I knew I loved teaching and helping, and financial planning was a perfect fit. I chose to partner with Northwestern Mutual because of the way they treat clients and their impeccable reputaion. As an educator and a financial planner I get to teach and help my clients with comprehensive financial planning. I hold FINRA Series 6 and 63 securities licenses, life and health insurance licenses, and long-term care insurance license.

I beleive that I have succeeded when someone leaves a conversation with me and is more educated, motivated, and ready to achieve their personal, professional, and financial goals. The real value is knowing someone is more confident about the direction of their plan and educated on the decisions they get to make.

 

Education

Degree Major Institution
Bachelors of Science Secondary Education Northern Arizona Universtiy

Duncan Sullivan

Financial Representative

  • Office 706-353-4571
  • Mobile 757-298-3816

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck