Working toward your goals It starts with a strategic plan

David J. Sullivan III

Senior Vice President - Wealth Management
Wealth Advisor


203-227-2119 ext. 1015
800-243-4121 ext. 1015



Connect with me on LinkedIn


8 Wright Street
3rd Floor
Westport, CT 06880

As one of the UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, I am qualified to help provide highly personalized wealth management services to you.

Wealth management is more than just access to the wide range of financial services and solutions–it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams. Talk to me about how I can leverage my experience to help you embrace your financial future.


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