Sullivan & Schlieman Wealth Management LLC expands office space
Alpharetta, Ga. (June 18, 2012) – In an effort to expand its services to the community, Sullivan & Schlieman Wealth Management LLC, has just increased the size of its Alpharetta office. A ribbon-cutting ceremony attended by Alpharetta Mayor David Belle Isle marked the occasion. Founded in 2008 by Andrew Sullivan and Josh Schlieman, Sullivan & Schlieman has been in its current location for three years. Previously, they owned and occupied one floor but have now purchased and expanded into the second floor. The firm now is the No. 1 LPL Financial branch office in Georgia and among the top 1 percent of LPL Financial branch offices in the nation.* Services include wealth management, estate and tax planning and risk management. For information about Sullivan & Schlieman, visit www.sullivanandschlieman.com or call 678-867-0500. At the ribbon-cutting ceremony are, from left, Tonya Russell, marketing associate; Lindsey Cook, associate client advisor; Colette Cochran, operations associate; Schlieman, partner and wealth advisor; Sullivan, managing partner and senior wealth advisor; Mayor Belle Isle; Emily Morgan, office manager; and Kelli Pickett, wealth plan services specialist.
* based on year-to-date revenue as of December 31, 2011
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About Sullivan & Schlieman Wealth Management LLC
Sullivan & Schlieman Wealth Management LLC is the No. 1 LPL Financial branch office in Georgia and among the top 1 percent of LPL Financial branch offices in the nation, based on year-to-date revenue as of December 31, 2011. The firm’s services include wealth management, estate and tax planning and risk management. With more than 50 years combined experience, the firm is committed to creating a customized financial plan for each client, designed to reflect one’s unique values and priorities. By offering their knowledge, experience and personal attention, the Sullivan & Schlieman team helps clients make sound decisions about their financial future through key hallmarks: relationships, expertise and vision. The advisors at Sullivan & Schlieman offer securities through LPL Financial, member FINRA/SIPC. For more information, visit www.sullivanandschlieman.com or call 678-867-0500.