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 discussed Serving Clients Through Trusted Referral Partners.
Michael T. Smith is a partner with the law firm of Andrew, Merritt, Reilly & Smith in Lawrenceville. His practice concentrates on two primary areas of law: (1) probate/estate and conservatorship/guardianship work; and (2) business and corporate work.
Smith is serving his 18th year as the county administrator/county conservator for Gwinnett County. He recently led the firm’s efforts to launch www.probateGeorgia.com, a comprehensive website that addresses matters relating to estates, trusts, guardianships and conservatorships, including estate planning, probating and administering wills, administrations of estates without wills, will challenges, guardianships of persons, conservatorships, fiduciary services and litigation, for individuals and their family 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 firm’s co-founders, Andrew Sullivan and Josh Schlieman, and their team have a combined 50 years of experience in the financial industry. Services include wealth management, estate and tax planning and risk management.
Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and senior vice president at SunTrust Investment Services for nearly 20 years. While at SunTrust, he was consistently recognized as a top bank representative in the United States by Bank Investment Marketing Magazine.
He has been in the financial services industry since 1989.Josh has been involved in financial planning and investment services his entire career. Before forming Sullivan & Schlieman, he was assistant vice president at SunTrust Investment Services, where he worked in partnership with Andrew, from 2003-2008.
Both co-founders pride themselves on constructing well-designed and efficient portfolios to address clients’ needs and reallocating those portfolios, as appropriate, due to significant changes in the market and/or changes to a client’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 are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing. Securities at Sullivan & Schlieman Wealth Management, LLC are offered through LPL Financial, Member FINRA/SIPC.
