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Christopher R. Sullivan

Christopher R. Sullivan

Client Service Coordinator

Chris joined Investment Insight Wealth Management in 2016 and serves a key role in handling client communications, administration, and operational functions. Within the office Chris consistently strives to enhance and streamline communication for more effective customer service. A graduate of Nassau Community College and Adelphi University, Chris is preparing to complete his Series 65 certification and has plans to obtain a master’s degree in finance.

Motivated by the opportunity to help people save for their future, fulfill their needs, get out of debt, and live richer, simpler, meaningful lives, Chris brings a deep compassion for people to his work. He is dedicated to helping guide those in financially challenging situations  to a satisfactory solution.

What Chis enjoys most is getting to know clients as individuals, learning about their goals and ambitions and the passions that drive them. A skilled communicator and good listener, he builds and maintains strong relationships with clients and others. Chris lives each day to the fullest with a strong sense of gratitude. 

In his spare time, Chris enjoys time with family and a variety of sports. His ideal day would include going for a swim, a round of golf and time with the company mascot, Jazz, the chocolate Lab.