Managing Director, Investment Manager
Phone: (425) 749-5425
Fax: (425) 749-5422
Email: daniel.sullivan@lplfinancial.com

With over a decade of experience in the financial services industry, Daniel G. Sullivan brings a coach’s mindset and a teacher’s heart to every client relationship. A graduate of the University of Washington with a double concentration in Finance and Marketing, Daniel transitioned into financial advising in 2010 with a clear mission: to guide families, business owners, and executives through life’s transitions with clarity, confidence, and a solid plan.

Based in Clyde Hill, WA, Daniel serves clients throughout the greater Seattle area and beyond. His approach is rooted in understanding each client’s unique goals, values, and risk tolerance—then crafting a personalized plan that helps them work toward living their best life. Whether you're navigating a major life change or planning for the future, Daniel is committed to walking alongside you every step of the way.

A former football coach and active community member, Daniel believes in building lasting relationships and a legacy of service. When he’s not advising clients, you’ll find him golfing, fishing, hunting, or traveling with his wife Mishele and their four children.

Specialties:

• Business Owners & Executives
• Families in Transition
• Legacy & Estate Planning
• Risk Assessment & Goal-Based Planning