Our Team of Experienced Financial Advisors
At Legacy Point Financial Group, our experienced financial advisors specialize in helping clients navigate the complexities of retirement planning.
With decades of combined expertise, our team is dedicated to providing personalized, client-centered solutions that empower you to achieve financial security and peace of mind.
Our Team of Experienced Financial Advisors
Shaun Sullivan
Shaun Sullivan is a seasoned financial advisor with a deep focus on retirement income planning and wealth management. With over 20 years of experience, Shaun has guided countless individuals through the transition from active work life to a secure and fulfilling retirement.
He prides himself on his ability to develop comprehensive strategies that integrate investment management, tax-efficient planning, and sustainable income distribution. Shaun’s approach is grounded in his fiduciary responsibility, ensuring that every decision he makes is in his clients’ best interests.
Outside of his professional life, Shaun is passionate about staying active and spending quality time with family. He enjoys golf, skiing, and the meaningful connections that come from shared experiences. Shaun believes that a balanced life is the key to financial success—a philosophy he applies both to his personal pursuits and to the thoughtful, individualized financial plans he creates for his clients.
Will Elwell
Will Elwell brings a wealth of experience to Legacy Point Financial Group, with specialized expertise in estate planning and investment management. Over his career, Will has developed a reputation for his consultative approach, helping clients create long-term plans that protect their assets and achieve financial stability throughout retirement.
His dedication to understanding each client’s unique circumstances allows him to design custom portfolios that are aligned with their goals, whether it’s maximizing retirement income or leaving a legacy for future generations.
Will’s commitment to his clients is matched by his passion for community involvement. sits on the board of a charitable organization focused on providing for underprivileged children in Massachusetts. In his downtime, Will enjoys spending time with his wife Brooke and two children, Vivian and Will. As a family, they enjoy spending time at the beach, skiing, and traveling.
Want to Join Our Team of Financial Advisors?
At Legacy Point Financial Group, we believe in independence, integrity, and always putting clients first. If you’re passionate about providing exceptional financial advice to your clients and want to make a meaningful impact, we’d love to hear from you.
Have A Question For Our Team?
Fill out our form below so we can get in touch with you.