Greg Sullivan

Financial Advisor, Wells Fargo Advisors
417-664-4207

greg.sullivan@wellsfargoadvisors.com

I have spent the last quarter-century helping people make important decisions about their retirement and investments. As an Accredited Asset Management Specialist, I am keenly aware of the challenges investors face in the current investment environment.

I believe that every client should have a written plan, that their investments should be aligned with that plan, and that we should regularly review their investments and the plan to be sure that both are up-to-date.

One of the reasons I joined Wells Fargo Advisors is something called the Envision® planning process. This process helps you plan your investments around benchmarks and life events that hold real meaning for you.