Jack Sullivan is CEO of Heritage Wealth Counselors, LLC and is a recognized leader in family wealth counseling and planning. Mr. Sullivan has over 30 years of experience in the financial services industry. A noted and published expert on financial and estate planning, Jack’s training and expertise emanated from the banking and insurance segments. Founder of the West Jersey Community Bank, he was instrumental in its sale to Sovereign Bank in 1996. He was also a founder and Partner of Summit Financial Resources, Inc. a leading financial planning firm. Jack is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU), receiving both designations from The American College