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Patrick J. Sullivan

Partner, Wealth Strategist

HighMark Wealth Management

United States, Minnesota, St. Paul

About Me

Patrick has a passion for business, developing deep relationships and helping clients achieve their financial goals and dreams. He works hard to provide in-depth solutions for all of HighMark’s clients, building comprehensive financial plans, portfolio management and client specific risk analysis. For clients, Patrick is a constant point of contact with an unparalleled work ethic. Patrick received his BA in Financial Management from the University of St. Thomas, Opus College of Business and earned his certificate in Financial Planning from Boston University. Patrick is a Certified Financial Planner[CFP] and Accredited Investment Fiduciary [AIF]. A Minnesota native, Patrick is an enthusias

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Profile Information

Partner, Wealth Strategist

HighMark Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

St. Paul

Minnesota

United States

Aug 19, 2024

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