We are excited to announce that the Sullivan Investment Group and Russillo Wealth Management of Janney Montgomery Scott LLC have combined their expertise and skill sets to become Sullivan & Russillo Wealth Advisors.
The West Hartford-based team is led by Timothy Sullivan and Nicholas Russillo. The team is comprised of seven experienced financial professionals who have excellent and varying skills in financial planning, private wealth advisory, and corporate retirement plan management.
“Our industry and the financial markets are more complex and evolving faster than ever before and we believe that joining our teams and combining our separate areas of knowledge will enable us to offer our clients an experience rarely seen in our fast-changing industry,” said Nick Russillo.
“Our team of financial planners and investment advisors are highly skilled professionals who provide exceptional service to clients in West Hartford and beyond. With a combined 150 years of experience in the financial industry, our team has the knowledge and capabilities necessary to guide clients through even the most complex financial situations,” said Chris Peters.
The conjoining of our teams as Sullivan & Russillo Wealth Advisors will provide our current clients - and those looking for financial guidance - additional capabilities and specialization, more expansive experience, and intellectual capital as we work to exceed expectations for the highest levels of advice and service in all areas of your financial life.
The five wealth professionals of Sullivan & Russillo Wealth Advisors - Timothy Sullivan, Nicholas Russillo, Paul E. Sullivan, Christopher M. Peters, and Troy Russillo - bring together a deep bench of experience in the areas of financial planning, portfolio management, tax efficient investing, 401k plan design and oversight, retirement income, trust and estate planning, along with many others.
Some of our more complex concentrations as of late have been; unwinding highly concentrated stock positions that have large unrealized gains in a tax efficient manner, and helping defer taxable gains on the sale of real estate.
Our two highly experienced Private Client Associates, Emily Derikito and Janice G. Kycia, will continue to manage all aspects of our client service administration.
“As a team, we take immense pride in serving our local community, and we approach each client with a deep sense of compassion and understanding. Whether a client is just starting to build their financial portfolio or looking to make a major investment decision, our team takes a personalized approach, collaborating closely with each client to understand their unique needs and goals,” said Paul Sullivan.
Timothy J. Sullivan
Timothy J. Sullivan is a Financial Advisor and Senior Vice President/Wealth Management. Tim’s career began in 1967 as a stockbroker with Paine Webber (now U.B.S.), and has focused heavily on assisting local organizations and individuals manage their pension funds, endowments, IRAs, 401(k), and 403(b) retirement plans.
Sullivan & Russillo Wealth Advisors currently work directly with over 25 retirement plans, many of whom have been clients for 15 or more year. Tim’s business model for these relationships include in-depth investment research, comprehensive cost analysis and extensive servicing.
Tim understands that ongoing communication, service and frequent investment reviews are paramount to the success of his clients’ wealth and his team. Tim is a board member of Hartford Boys and Girls Club and lifelong resident of Hartford.
Contact:
Tjsullivan@janney.com
860-509-4384
Nicholas Russillo
With more than 37 years of industry experience, Nick serves as a Financial Advisor and Senior Vice President/Investments. Prior to joining Janney in 2007, Nick was a Senior Portfolio Manager with Advest and Merrill Lynch.
Nick is a graduate of Roger Williams University. He also holds the professional designation of Accredited Asset Management Specialist℠ (AAMS®) through the College for Financial Planning. Nick also holds securities and insurance licenses in various states.
“We complete the task and strive to go above and beyond our client’s expectations, not just 100 percent of the time but 115 percent of the time. We pay close attention to our client’s requirements, offer them wise counsel, and treat them in a way that we would like to be treated. We frequently meet with our clients, and often go above and beyond to sit down with them through trying times, listen to what they have to say, and treat them as people — not just clients.”
In his spare time, Nick enjoys spending time with his family. He is an avid fly fisherman and enjoys golf. He is active in the community, serving as a volunteer with several community service and charitable organizations.
Contact:
Nrussillo@janney.com
860-561-6362
Paul E. Sullivan
Paul E. Sullivan is a Financial Advisor/First Vice President and has worked in investments for over 20 years. Paul holds a B.A. from Providence College and has his Series 7, 63, and 65. His proficiency is in monitoring the array of investment vehicles for our clients, both institutional and individual, and locating and communicating market trends and superior management styles within this universe.
Contact:
Psullivan@janney.com
860-509-4386
Christopher M. Peters
Christopher M. Peters is a Financial Advisor/ Vice President and has been part of the Sullivan Investment Group for over a decade. Chris holds a B.A. from Roger Williams University and has his Series 7 and 66. Chris understands the needs of his clients and enjoys working with individual participants “one on one” in an effort to create a unique strategy for each personal situation.
The son of the former and popular Hartford Mayor Mike Peters, Chris In 2009, along with his siblings, cousins and friends, founded the Mayor Mike’s Foundation for kids in memory of his father. “Our mission is to hold fundraising events 3 or 4 times a year to raise money for Hartford youth sports programs. We are extremely proud of the work we do and the impact we have been able to make for Hartford youth sports.”
Contact
Cpeters@janney.com
860-509-4385
Troy Russillo
As an Account Executive, Troy is an essential team member with a wealth of knowledge directly applicable to financial planning. He is Series 7, Series 6, and Series 63 registered, and in 2022, Troy earned the Certified Financial Planner® designation and he can design fully comprehensive plans for his clients.
Prior to joining Janney, he spent six years at MFS Investment Management. During his tenure at MFS, he gained experience as a Defined Contribution Specialist and honed his skills in serving 401(k) sponsors and participants. In 2016, he graduated from Keene State College with a bachelor’s degree in Business Management and Economics.
Troy currently resides in West Hartford. He enjoys playing golf and enjoys traveling to destinations far and wide for unique golfing experiences. In addition, Troy can be found fishing, enjoying concerts, and cheering on his favorite Boston teams.
Contact:
turssillo@janney.com
860-509-4396
Emily Derikito
Emily is a Registered Private Client Associate, she joined the Janney team in 2021 and holds a SIE, Series 7 and Series 66 license. As a graduate of The Ohio State University, she obtained her Bachelor of Art in journalism in 2020. A native of Ohio, Emily recently moved to Connecticut to begin her career in financial services. She is an avid hiker and enjoys traveling, baking, and exploring the New England area. On Saturdays, you can find her cheering on her alma mater – go Buckeyes!
Contact:
Ederikito@janney.com
860-509-4387
Janice G. Kycia
Janice G. Kycia is a Senior Registered Private Client Assistant and has worked in the industry for over 30 years. Janice holds a B.S. from Central Connecticut State University and has a Series 7 and 66. Janice’s primary role is to assist in all aspects of client services.
Contact:
Jkycia@janney.com
860.509.4383
Janney Montgomery Scott LLC
15 North Main St.,,Suite 300, West Hartford
Janney Montgomery Scott LLC. Member: NYSE, FINRA, SIPC
For more information about Janney, please see Janney’s Relationship Summary (Form CRS) at www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
“Our industry and the financial markets are more complex and evolving faster than ever before and we believe that by joining our teams and combining our separate areas of expertise we will be able to offer our clients an experience rarely seen in our fast changing industry.” Nicholas Russillo.