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FINANCIAL ADVISOR

Jodi L Sullivan

AAMS™
165 Hwy 64 W Suite 3, Hayesville, NC 28904opens in a new window
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About Jodi

Hi. I'm Jodi Sullivan. As a financial advisor, I love working with clients at all stages of investing, from budgeting to retirement and wealth strategies. We serve families, individual investors and small business owners. I like dogs, movies, ice hockey and anything chocolate. I enjoy traveling and running charitable 5Ks.

With over 35 years' experience in financial services, I've helped clients weather countless market cycles. Early in my career, I focused on insurance and protection strategies. After the 2008 financial crisis, I longed to help clients navigate their financial lives and transitioned to a full-service firm. Having survived a financially devastating...

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Divorce Finances
  • New Investors

Work History

  • Edward JonesJuly 2010 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Animal Rescue
  • Movies & Entertainment
  • Hockey
  • Traveling

Team Members

  • Tracy Smith
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(828) 389-1950

Fax

(877) 540-3911

Office Address

165 Hwy 64 W Suite 3
Hayesville, NC 28904opens in a new window

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