2012 SSWM Advisory Board

 2012 SSWM Advisory Board Members:

Jim Boff

Michael Bravo

Jim Calhoun

Dan Farrar

Gordon Harnesberger

Tom Justice

Don Loggins

Maura Maloof

Donna McConnell

Brandon Mealor

Marty Miller

Donna Parrish

Chuck Perry

Mike Potts

Curtis Smith

Kathy Webb

Emily Yost

3-29-12 – Alpha-MiltonPatch – Sullivan named as Habitat treasurer[1] 

2-21-12 – CityBizList – Lindsey joins[1]

 1-23-12 – NorthFulton – Schlieman – Habitat[1]

1-22-12 – Gainesville Times – Newsmakers in Business – Schlieman[1]

01-17-12- Alpharetta-Milton Patch – Habitat Board[1]

SSWM Named One of the Top Wealth Managers in Atlanta

•Andrew Sullivan ranked 20th  out of over 12,000 LPL Advisors, based on total production as of  December 31, 2011

 •SSWM  ranked 48th  Largest Branch out of over 4,000 branches at LPL, based on advisory assets under management  as of December 31, 2011

 •SSWM is the largest LPL branch in the state of Georgia, based on year-to-date revenue as of  December 31, 2011

 •Andrew Sullivan and Josh Schlieman were invited to the LPL Summit Conference in Mexico; invitations extended to the top 1% of LPL Financial Advisors, based on total production. 

•Andrew and Josh were selected to attend Barron’s Top 100 Independent Advisors Conference

What you may not know about LPL Financial:

· Ranked #1 independent investment broker/dealer, as reported by Financial Planning magazine, June 1996-2011, based on total revenue

· Over $316 billion in brokerage and advisory assets under management *

· Over 12,000  Advisors Registered with LPL Financial and subsidiaries *

  *as of December 31, 2011

Andrew Sullivan Recognized as a Top Financial Advisor

By LPL Financial

Alpharetta, GA –January 25, 2011

Andrew Sullivan, an independent financial advisor at Sullivan & Schlieman Wealth Management, LLC in Alpharetta, GA today announced that he was recognized as a top financial advisor and named to the LPL Financial Executive Council. This distinction is based on a ranking of all registered advisors supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer*, and is awarded to less than one percent of the firm’s more than 12,000 advisors nationwide.

“We congratulate Andrew Sullivan for achieving this prestigious recognition, which is based on how successful advisors are in growing their businesses by delivering services and solutions to their clients,” said Bill Dwyer, President of National Sales and Marketing for LPL Financial. “We believe members of the Executive Council are among the premier financial advisors in our industry. They serve as trusted resources and counselors for their clients and their communities.”

Sullivan & Schlieman Wealth Management, LLC is affiliated with LPL Financial and provides access to independent financial planning services, investment advice and asset management services to over 320 client relationships across the country.

About LPL Financial

LPL Financial is one of the nation’s leading financial services companies and largest independent broker-dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2010). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 12,000 financial advisors and over 750 financial institutions who, in turn, provide independent financial advice to millions of Americans.

* Based on total revenues, Financial Planning magazine, June 1996-2010

Member FINRA/SIPC

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First Nail Ceremony Held 8/13/2011

Sullivan and Schlieman Wealth Management, LLC is helping sponsor the new home for the Yu Family.  On Saturday, 8/13/2011, the First Nail Ceremony was held to celebrate breaking ground on the new home. 

Please click here to learn more about the Yu Family.

Securities offered through LPL Financial. Member FINRA/SIPC

As a sponsor of one of the homes being built in Habitat for Humanity North Central Georgia’s Centennial Village, we at Sullivan and Schlieman participated in the First Nail Ceremony on August 7^th and spent that day framing the first floor walls. Our staff was among a group of about 20 volunteers that day, working on what will soon be the home of the Mansouri family! Then, on August 28^th we invited clients out to join us for our second workday, framing the second floor walls. These two days were spent hammering, sweating, laughing, and feeling great!

Giving back to the community through such a remarkable organization, such as Habitat for Humanity, is something we have placed as one of our priorities this year and going forward. Be on the lookout for updates on the progress of the home!

For more information on Habitat for Humanity, please visit their website at www.habitat.org. The dedication ceremony for the home will be December 7^th. If you would like to join us for this special day, give us a call at (678) 867-0500.

Please click here to view more photos of us building the Habitat for Humanity home!