Shaylyn Sullivan, CRPC®, QPFC
My Mission Statement
My Story and Services
Shaylyn attended Providence College where she earned her Bachelor of Arts in Business Marketing. She is a Connecticut native and currently resides in the Back Bay area of Boston, MA. Outside of supporting the team and clients, Shaylyn enjoys spending time with her family, keeping active through fitness training, and traveling in her free time. She also sits on the Boston Public Library Emerging Leaders Board and the Cradles to Crayons Corporate Advisory Council.
NMLS#: 1901490
Working with You
We are confident you will not find a team of professionals more committed to helping reach your objectives. To that end, we believe in the following principles which serve as the foundation of our practice:
Our Relationship is the right fit. A successful relationship begins with the right fit between client and advisor. We limit the number of clients we serve end are proud to work with families who seek the type of long-term, fully engaged relationship we offer. The bond we form is fundamental to our mission.
Planning for your lifestyle. You've dedicated your life to creating wealth for yourself and your family; now is the time to enjoy the benefits of your labor. Using your goals as our guide, we create a financial strategy aimed at helping you create end maintain the lifestyle you desire.
A differentiated level of service. We value long-term relationships and are available to address your needs beyond the traditional work week. We're also honored that our client relationships span decades and generations; our clients not only trust us to help build their futures, but the futures of their children and grandchildren.
Experience and education. Our team leverages years of experience and believes In continued education as a means to provide the highest quality of advice and guidance. With our combined experience in the banking, Insurance and financial services Industry, as well as our advanced certifications, we provide up-to-date ideas and solutions to our clients.
Women & Wealth
We love to empower women who find themselves in decision making roles. Whether that be a single woman or mother, a divorcee or widow, or a happily married woman in charge of the finances, we want to assist you in education, resources and planning to help you navigate all things financial.
Divorce or the death of a spouse can turn the best laid financial plans upside down. An income stream dries up; assets may be divided; in short, where life had a feeling of certainty, you may now be standing on shifting ground.
Supporting women throughout their financial lives is at the core of Morgan Stanley's values. This dedication and experience make us uniquely suited to help women reach their financial and career goals, no matter where they are on their journey
Financially supporting charities focused on women and girls' wellness can be beneficial for our global society and personally enriching. Let's talk about how you can incorporate charitable giving into your financial plan.
In special recognition of the Go Red for Women® campaign, we are pleased to invite you to our 15th annual Go Red Women's Leadership event, hosted in partnership with the American Heart Association – Westchester Chapter. This year's event will once again feature a "Heart Talk" segment, highlighting tips to help kickstart a healthier lifestyle.
Most financial gains are inheritances, but they can also stem from a variety of other sources such as legal settlements. Suddenly inheriting wealth can propel you to financial security or serve as a source of future regret, if not managed wisely. This fact sheet will help you identify the issues involved in managing, preserving and maximizing your new wealth.
How do you fulfill your caregiving duties without sacrificing your own self care? How does a major life transition like divorce or retirement impact your financial future? If you're wrestling with some of these questions, the Playbook: A Woman's Guide to Life & Money may have the answers you're looking for.
Personalized Solutions
The Boston Collective Group is here to simplify your financial matters, allowing you to remain focused on the people, projects, and causes that matter most to you.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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