David L. Sullivan, Fiduciary Services Manager

Attorney data

p (860) 240-1022

f (860) 240-1002

c (860) 478-3497

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Education

  • National Trust Graduate School, American Bankers Association, Graduate Trust Certification, 1995
  • New England School of Banking, Trust Certification, 1991
  • Colby College, B.A., (with honors in "International Political and Economic Relations"), 1987

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Our People

David L. SullivanFiduciary Services

David L. Sullivan joined Reid and Riege in 1995 to manage the Fiduciary Services Group.  Before joining the firm he was an Assistant Vice President and Trust Officer at Shawmut Bank.  David works closely with clients to help organize retirement and other investment assets, manage cash flow, execute charitable and family gift plans and assist with other complex financial security needs.  David brings more than 20 years of experience to bear as he helps families find peace of mind and solutions to these issues.

Professional Affiliations

  • Estate and Business Planning Council of Hartford, President (2010-2011)

Professional Designation

Certified Trust and Financial Advisor (CTFA), 1995

Community Involvement and Other Pursuits

Connecticut Forest and Park Association, Board Member, Vice President (2005 - 2011), Executive Committee and Development Committee Chair

The Connecticut Forest and Park Association protects forests, parks, walking trails and open spaces for future generations by connecting people to the land.  CFPA directly involves individuals and families, educators, community leaders and volunteers to enhance and defend Connecticut's rich natural heritage.  CFPA maintains more than 825 miles of blue-blazed hiking trails throughout the state.  CFPA is a private, nonprofit organization that relies on members and supporters to carry out its mission. www.ctwoodlands.org

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