Tyler Sullivan plays a vital role in keeping our office running smoothly, providing essential support to both our financial advisors and clients. His responsibilities span a wide range — from managing service requests and client accounts to assisting with marketing initiatives that help our team stay connected and engaged.
Personable, detail-oriented, and client-focused, Tyler is committed to delivering timely, thorough responses and ensuring every interaction reflects our dedication to exceptional service. His support helps our advisors stay focused on what they do best: serving clients with care and expertise.
Tyler joined our team in October 2025, bringing experience from his previous role as a Wealth Management Associate at Capital Financial Partners. He holds a bachelor’s degree in Business Administration (Finance Track) with a minor in Accounting from Stevenson University. He is licensed with the Series 7 and Series 66, holds Life and Health Insurance credentials, and is a commissioned Notary Public.
Originally from Long Island, New York, Tyler now lives in Annapolis with his girlfriend, Mel. Outside of work, he enjoys golfing, spending time outdoors, watching sports, and visiting family and friends.
Tyler is also passionate about giving back to the community. He previously served as a youth lacrosse coach for Zingo’s Lacrosse Club and True Baltimore for three years.
Raymond James is not affiliated with the above organizations.