Gary Sullivan, CPA, CFP®
VP of Client Relations
Gary Sullivan is VP of Client Relations for Olive Tree Wealth, having merged his practice in 2023. He brings more than 30 years of financial planning experience working with individuals, families and businesses.
As an advisor, Gary crafted investment tax and family-sensitive wealth strategies, specializing in the areas of estate planning, asset protection and retirement planning that were responsive to client objectives. He combined broad tax and multi-generational experience to develop and implement personalized wealth creation and preservation techniques.
Today, his role includes being the primary liaison between clients and the rest of the team to ensure that Olive Tree’s stated service models are being adhered to. He is also solely responsible for business development in the pre-retiree/retirement segment, which is the primary demographic of the firm. He has extensive networks and relationships with existing clients as well as several centers of influence that allow Olive Tree to continue to grow.
He has a Certified Public Accountant designation and is a CERTIFIED FINANCIAL PLANNER ™ professional.
Gary received his public accounting experience at BDO , LLC, an international tax consulting and professional services firm. On the financial planning side, Gary founded his own firm, Landmark Wealth Advisors and had tenure at AEW Capital Management, as a pension fund advisor. Gary holds a B.S. degree in Accountancy from Bentley University and earned his MBA in Finance and Investments at the University of Texas, where he was a Sord Scholar.