Stephen T. Sullivan
CLU, CLTC
Investment Advisor Representative
Stephen T. Sullivan, CLU CLTC is an Investment Advisor Representative with Lighthouse Financial Network, LLC, located in Melville, NY. Steve began his career with Mutual of New York in 1989. MONY was acquired by AXA in 2003 and then Steve joined the John Hancock family (Signator Investors) in 2005. In 2018, Signator Investors was bought by The Advisor Group which has since changed its name to Osaic Wealth.
During his career, Steve has earned the designations of Chartered Life Underwriter (CLU) and Certified in Long Term Care Consultant (CLTC). He is licensed in Life and Health, and FINRA Series 6 and 63.
Steve has focused on employee benefits for over 20 years. He helps provide employers with sustainable strategies to lower costs without reducing employee benefits. With reference to retirement plans, he helps his clients to achieve their near-term goals such as:
-Reduce plan costs
-Maximize Plan Design
-Increase employee participation and education
-Improve variety of investment selections
Steve builds long-term relationships with all of his clients, by consulting with a number of experienced professionals to assist in directing his clients to their best prospects in all areas of insurance and investments. Steve’s goal is to ensure that each of his clients receive the most personal and satisfactory service he can provide, so they may create, accumulate, and preserve wealth, and achieve their dreams, and their dreams for their families.
Steve graduated from Stony Brook University, with a Bachelor of Engineering degree. He is an active member of the Ancient Order of Hibernians and the Stony Brook Alumni Association. Steve enjoys pickleball, cycling and darts. An avid golfer, Steve is a member of the Crab Meadow Mens Club.
575 Broadhollow Road, Melville, NY 11757