Tyler A. Sullivan is a Wealth Management Assistant and joined Capital Financial Partners in January 2023. Tyler is responsible for client service requests, client meeting preparation, client onboarding, and the day-to-day operational needs of the firm. Tyler also assists in the preparation and development of comprehensive financial plans to reflect our clients’ specific goals and objectives.
For our ultra-high net worth clients - you may face a broader and more complex set of wealth management challenges. We work with our partners and other robust resources to help you address these needs and formalize the management, structure, and oversight of your personal finances. Our approach includes an emphasis on family dynamics, asset protection strategies and business succession planning, with a focus on helping you transfer your assets efficiently and supporting the causes and institutions you care about most.
Tyler is originally from Long Island, New York and received a bachelor’s degree in Business Administration with a Finance track and a minor in Accounting from Stevenson University. Tyler was also a member of the varsity Men's Lacrosse Team at Stevenson University where he played all four years and was two-time MAC All-Conference. Tyler was also a member of the Stevenson Accounting Association at Stevenson University.
When not working Tyler enjoys spending time with his friends and being outside. Tyler also enjoys watching sports and coaching True Baltimore Lacrosse on his free time. 5490151RG_Mar25