Sandwich, MA – Joseph L Sullivan, CEO/Financial Advisor of Comprehensive Strategies, recently attended Cetera Advisors’ annual awards conference, aimed at bringing together advisors from across the country to celebrate the accomplishments of 2017. This prestigious annual event returned this year with a new name, Circle of Excellence, which speaks volume to the caliber, the accomplishments and leadership of all attendees.
The event took place in one of the best and most historic properties in the U.S., the Arizona Biltmore: A Waldorf Astoria Resort, and featured presentations from the Cetera executive team and some of the profession’s leading influencers. Attendees had the opportunity to reflect on a year of professional development and business growth, leaving even more inspired to make 2018 a continued success.
“It’s always great to be among a dynamic group of energetic and hard-working people. I cherish the occasion to celebrate our accomplishments we achieved for our businesses together because it lends an opportunity to inspire each other,” said Sullivan. “Getting good value from a relationship with a firm is an important part of building a successful practice and I’m appreciative of Cetera Advisors’ ongoing support in helping me deliver the Advice-Centric Experience™.”
The conference featured a keynote presentation fittingly focused on harnessing the headwinds of change, led by Colonel Nicole Malachowski, the first female pilot to be selected to fly as part of the United States Air Force Air Thunderbirds.
Brett Harrison, CEO of Cetera Advisors, commented, “It’s an honor to celebrate our Circle of Excellence, a group of professionals who continuously demonstrate exemplary service to the financial services profession and Cetera Advisors as a whole. We are thankful to our advisors for allowing us to be of service to their business, as we continue to be an advocate and guide for them in 2018 and beyond.”
Sullivan manages the financial needs of individuals and businesses in the New England area, with an additional branch location in Mt. Pleasant, South Carolina. He has 35 years of experience in the financial services industry. He is a member of the Cetera Advisors Pinnacle Club, an elite performance-based status achieved by less than three percent of the firm’s approximately 1,300 advisors.
About Cetera® Advisors
Cetera Advisors LLC is an independent broker-dealer and registered investment adviser (RIA) firm offering efficient and convenient access to an extensive network of people, products and services to financial professionals. As part of Cetera Financial Group®, a leading network of independent retail broker-dealers, the firm is able to offer all the benefits of a large, well-capitalized broker-dealer, including innovative technology, leading wealth management and advisory platforms, and comprehensive broker-dealer and RIA services, with the personal relationships often found only at a boutique firm.
Cetera Advisors is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority, Inc. (FINRA). For more information, visit ceteraadvisors.com.