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Sullivan & Russillo Wealth Advisors
Our Team
Our team—Tim Sullivan, Nick Russillo, Paul Sullivan, Chris Peters, Troy Russillo, Janice Kycia, Emily Derikito and Angela Zweifel —brings decades of professional experience to Sullivan & Russillo Wealth Advisors, and together we work tirelessly to recommend comprehensive, coordinated and seamless solutions to our clients.
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Timothy J. Sullivan
Senior Vice President/ Wealth Management, Financial Advisor
Nicholas F. Russillo, AAMS®
Senior Vice President / Investments, Financial Advisor
Paul E. Sullivan
First Vice President/ Wealth Management, Financial Advisor
Christopher M. Peters
Vice President/ Wealth Management, Financial Advisor
Troy Russillo, CFP®
Account Executive
Janice G. Kycia
Account Executive
Emily Derikito
Registered Private Client Associate
Angela Zweifel
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Video Library -" Monthly Minute "
4 Mistakes You May Be Making
Surviving and thriving in any economy is possible when you avoid these 4 money mistakes.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
December 11, 2024
The end of the year can be hectic for everyone, it was so lovely to pause for a moment and celebrate with our Janney Family the exciting news of our bright future with our new parent company KKR.
KKR is a global leader investment firm that is committed to maintaining our culture of client excellence and is focused on partnering with us in our client's continued success. 2025 we are ready for you!
December 10, 2024
9 Considerations for 2024 Year-End Tax Planning
The end of the year is a great time to start thinking about your taxes for the upcoming year. Here are things you can do now to get on track for 2025.
December 03, 2024
When you join the Sullivan Russillo Family you have Chris Peters in your corner. For 17 plus years as a Financial Advisor Chris has brought his endless knowledge of the financial industry (and his A game) to clients, setting us up for success in our retirement.
It all starts with a conversation, whether you are already investing in your future or just thinking about it. Meet with our team and start building your road map to retirement today.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.