Broker Check
Michael Sullum, CRPC®

Michael Sullum, CRPC®

Boca Raton Office

Michael has more than 17 years of experience in the securities industry ranging from working as a top proprietary trader with E*TRADE Financial to his current comprehensive financial planning position at Lincoln Financial Advisors (LFA).

Michael helps guide business owners through their personal and business owner planning along with helping retirees, executives, and other professionals with their financial planning needs. Michael is deeply focused on catering to each of his clients' unique needs and providing solutions that are directly aligned with their goals. Whether it is in-depth estate planning, diversified investment portfolio analysis and implementation, or basic life insurance, long-term care insurance, or disability income insurance, Michael strives to find solutions for his client’s needs. He takes great pride in providing a much higher level of service than people expect. Through LFA’s open architecture structure, Michael has access to many of the industry’s top investment managers and numerous insurance companies, enabling him to always provide some of the most competitive solutions for his clients.

He holds the FINRA Series 7, 65, 63, and 55 securities registrations along with his life, health, and annuity license. Michael also holds and maintains the CRPC® (Chartered Retirement Planning CounselorSM) designation.

Originally from Scranton, Pennsylvania Michael moved on to graduate from the University of Delaware. He then worked outside of Manhattan as a proprietary trader before his final move to Boynton Beach, FL over 17 years ago. Michael, his wife Jennifer, and their children Carson and Sarah are avid fishermen who love the outdoors, sports and spending time with their family.