Scott Sullivan

Partner

Scott has been in the Financial Services industry since 1997 and joined FFP in 2011. Prior to becoming a partner with FFP, Scott was Vice President of Mutual Fund Product Development for Transamerica Investments. With over 25 years of financial services experience, Scott’s areas of expertise include investment portfolio design and management, risk management, retirement planning, and overall comprehensive financial planning.

Whether Scott is working with business owners, professionals, or individuals, all his clients have one thing in common: the desire to pursue their goals and dreams and to have an experienced professional help them to make smart financial decisions. Scott’s goal is to create long-term relationships with clients, based on trust and integrity, while helping them gain financial independence. He believes a client’s interest must always come first. He strongly feels the best way to deliver this is to be independent, objective, loyal, and transparent.

Scott earned a Bachelor of Science degree in Finance from the University of Louisville and is a Certified Retirement Counselor (CRC®). He has successfully completed the FINRA sponsored Series 6, 7, 63 and 65 exams, held through LPL Financial. He also has an active KY Insurance license and is approved for life & variable lines of authority. Year after year, Scott has consistently received recognition and acknowledgement from LPL Financial for his continued accomplishments and success with distinctions such as Patriot’s Club, which recognizes the top advisors at LPL Financial based on annual production.

He is originally from Louisville, KY, and now lives in Newburgh, Indiana with his wife, Robin, and their two daughters. In his spare time, Scott enjoys fishing, playing golf, coaching youth sports, and watching his kids’ sporting events. 

Scott is the Dave Ramsey SmartVestor Pro (SVP) for Investing.  Click here for more information.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of FFP or LPL Financial.

Jennifer Frey

Jennifer Frey

Operations Manager

Kendal Short

Kendal Short

Office Manager

Phone (270) 240-4752