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57 Cedar Street, Worcester, MA 01609

617-564-8325
tsullivan@lincolninvestment.com
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Our Primary Purpose

Over the years, Lincoln Investment and I have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

 

Tim is a 20 year veteran of the financial service industry.  He began his career at PaineWebber in the late 1990’s in San Diego, CA and joins Lincoln Investment after spending the past 13 plus years at TIAA.   His practice primarily focuses on high net worth individuals in the academic and research fields to help meet their financial and investment management needs.   Tim understands the importance of having a disciplined process and relates it back to his passion for playing hockey where he played collegiately at Suffolk University.  Tim and his family reside in Newton, MA and is involved in multiple local charities and educational endeavors.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.

I invite you to check out all the material on my website. If you have any questions, please send me an email or call the office. I look forward to speaking with you.

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