Today, Michael Smith with Law Firm Andrew, Merrit, Reilly & Smith, L.L.P. and return guests Andrew Sullivan and Josh Schlieman with Sullivan & Schlieman Wealth Management LLC discussedÂ Serving Clients Through Trusted Referral Partners.
Michael T. Smith is a partner with the law firm of Andrew, Merritt, Reilly & Smith inÂ Lawrenceville. His practice concentrates on two primary areas of law: (1) probate/estateÂ and conservatorship/guardianship work; and (2) business and corporate work.
Smith is serving his 18thÂ year as the county administrator/county conservator forÂ Gwinnett County.Â He recently led the firmâ€™s efforts to launch www.probateGeorgia.com, a comprehensiveÂ website that addresses matters relating to estates, trusts, guardianships andÂ conservatorships, including estate planning, probating and administering wills,Â administrations of estates without wills, will challenges, guardianships of persons,Â conservatorships, fiduciary services and litigation, for individuals and their familyÂ members, as well as business/corporate work.
Sullivan & Schlieman Wealth Management LLC is the No. 1 LPL Financial firm in Georgia and among the top 1Â percent in the nation.*
The firmâ€™s co-founders, Andrew Sullivan and Josh Schlieman, and their team have aÂ combined 50 years of experience in the financial industry. Services include wealth management, estate and taxÂ planning and risk management.
Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and seniorÂ vice president at SunTrust Investment Services for nearly 20 years. While at SunTrust, he was consistentlyÂ recognized as a top bank representative in the United States by Bank Investment Marketing Magazine.
He hasÂ been in the financial services industry since 1989.Josh has been involved in financial planning and investment services his entire career. Before forming Sullivan &Â Schlieman, he was assistant vice president at SunTrust Investment Services, where he worked in partnership withÂ Andrew, from 2003-2008.
Both co-founders pride themselves on constructing well-designed and efficient portfolios to address clientsâ€™ needsÂ and reallocating those portfolios, as appropriate, due to significant changes in the market and/or changes to aÂ clientâ€™s personal situation.
* based on year-to-date revenue as of 12/30/11
The opinions voiced in this show are for general information only and areÂ not intended to provide specific advice or recommendations for any individual. ToÂ determine which investments may be appropriate for you, consult with yourÂ attorney, accountant, and financial advisor or tax advisor prior to investing.Â Securities at Sullivan & Schlieman Wealth Management, LLC are offered through LPLÂ Financial, Member FINRA/SIPC.