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Kevin Sullivan

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

Professional Profile

About me (self-reported)

Kevin is a VP & Financial Planning Officer at Central Trust. Kevin brings nearly 20 years of experience in the financial services industry, having held advisory and planning roles across several prominent firms. Most recently, he served as a Financial Planner at one of the nation’s largest brokerage firms, where he helped develop and implement fiduciary planning strategies for high-net-worth & ultra-high-net-worth clients. Professional credentials: MBA, MSFP, CFP®, CAP®, EPT®, SE-AWMA™

Office Location 7707 Forsyth Boulevard, Second Floor

Clayton, MO 63105

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My Expertise Philanthropic & Estate Planning Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Minimum Assets $750,000 - $999,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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