As a client service manager, Benjamin C. Sullivan, CFP®, EA, is extensively involved throughout the firm’s asset management, personal financial planning, tax and valuation practices. He is also a member of Palisades Hudson’s investment committee and the firm’s Entertainment and Sports Team. Ben joined the Palisades Hudson staff in early 2007 and became a manager in 2010. In 2016, he established the firm’s branch office in Austin, Texas, where he currently resides.
Ben is a CERTIFIED FINANCIAL PLANNER™ certificant. In addition, as an Enrolled Agent eligible to practice before the Internal Revenue Service, Ben is authorized to represent his clients in tax disputes at all administrative levels. He also holds the Certified Valuation Analyst designation from the National Association of Certified Valuators and Analysts.
Ben is regularly quoted in print, as well as interviewed in video and audio appearances, on personal financial planning and related topics in national media outlets including The Wall Street Journal, Money Magazine, Kiplinger’s Retirement Report, CNN Money and USA Today. He has also written many articles for the firm’s Sentinel newsletter, including:
- “ Protecting Child Performers’ Earnings” (April 2018)
- “Deathbed Financial Planning Tips” (April 2017)
- “Beating The Market Is Harder Than You Think” (April 2016)
- “Moving From A High-Tax State” (January 2016) and
- “How To Benefit From Tax Diversification” (April 2015).
In addition, Ben authored two chapters in our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55: Chapter 13, “Federal Income Tax,” and Chapter 16, “Investment Psychology.”
A native of East Hanover, New Jersey, Ben graduated magna cum laude from Tulane University’s Freeman School of Business with a degree in finance and legal studies in business.
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