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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.
Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Event: A Medicare Primer
What's Medicare? Do you need it? How and when do you enroll?
Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
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.
January 15, 2025
Nick Russillo is rounding the corner of 40 years in the industry! As our Senior Vice President / Investment Financial Advisor Nick meets each day with a smile and his "give it 115%" approach. His connections with our local community ensure he remains in tune with the needs of our clients. Nick understands the moving pieces of today's world. He has a talent for seeing things from all different perspectives and is ready with fresh ideas to aid in our client's financial goals. Reach out and set up a time to chat with Nick.
January 10, 2025
Outlook 2025
When you understand what’s expected for the economy and markets in the coming year, you can better develop a long-term investment strategy. Read our Outlook here.
January 08, 2025
Emily Derikito has been a Registered Private Client Associate with the team for 4 years. Emily navigates our client's questions with brilliance and ease. Her working knowledge of all things Janney is an asset to our clients and our team. If she doesn't know the answer rest assured, she will find the information for you. Her winning spirit comes through each day for our clients and for her beloved Buckeye's. GO Buckeye's!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Discover Generous New Tax Credits for Start-Up 401(K) Plans
Newly expanded tax credits provide welcome relief from the costs associated with plan administration and company contributions.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
Building a Personalized Asset Allocation
Learn how a well-defined asset allocation guides the path your investment portfolio follows to achieve your long-term financial goals.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.