Michael S. Sullivan has spent his entire career in the financial services industry, starting as a Financial Advisor at Waddell & Reed in 2001. This role likely involved helping clients with investment strategies and financial planning. In 2019, he merged his practice with Beratung Advisors, a firm known for comprehensive financial planning, including retirement and investment management, especially with a focus on Christian values like Biblically Responsible investments
The evidence leans toward Michael attending Duquesne University from 2017 to 2018, potentially for a Master of Science in Finance, given the university's offerings (Duquesne University). However, specific certifications like CFP or CFA are not mentioned on his profile, though other team members at Beratung Advisors hold such credentials, suggesting he may have similar qualifications.
Michael lives in Hampton Township with his wife, Katie, and their four daughters. His hobbies include football, golfing, bowling, camping, and traveling, which might indicate a balanced approach to work and personal life, potentially appealing to clients seeking relatable advisors.
- About MICHAEL SULLIVAN CFP ®
Michael S. Sullivan is President of Beratung Advisors. Michael’s passion is in understanding his clients’ goals and finding strategies. Michael has spent his entire career in the financial services industry. Mike first joined Waddell & Reed as a Financial Advisor in 2001 and merged his practice with Beratung Advisors in 2019.
His career in financial services began in 2001 when he joined Waddell & Reed as a Financial Advisor. Waddell & Reed, founded in 1937, is a well-established asset management and financial planning company that was acquired by LPL Holdings, Inc. in 2021 (Waddell & Reed Wikipedia). During his 18-year tenure at Waddell & Reed, Michael built a robust client base, focusing on personalized financial strategies. In 2019, he merged his practice with Beratung Advisors, a move that likely expanded the firm’s reach and client portfolio, given his experience.
As President, Michael’s role involves overseeing the firm’s strategic direction, managing a team of financial advisors, and ensuring the firm’s values align with client needs. The firm’s website highlights a collaborative six-step financial planning process, suggesting Michael’s leadership ensures advisors are equipped to educate clients about their financial plans
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