Wealth Over Taxes
When you meet with many financial service providers, you often hear a pre-programmed message. Before learning anything about you, they have decided the products you should buy and the investments you should make.
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About Kevin Sullivan & Robin Whitlock
Since beginning his financial services career in 2002, Kevin E. Sullivan has established a reputation as one of the premier Financial Advisors in North Carolina.
Kevin’s extensive background includes 20 years in executive leadership roles within the health care industry. He transferred those leadership skills and started his own firm, Infinite Wealth Advisors. Kevin also demonstrates leadership by providing direction to high net worth clients and small to mid-size companies.
Kevin is a Pennsylvania native who moved to North Carolina in 1996 and now splits his time between North Carolina and Arizona.
Beginning her financial services career in 2004, Robin partnered with Infinite Wealth Advisors, LLC in March 2008 as a consultant, and joined the firm full-time in December 2010. Utilizing her Bachelor’s of science degree in accounting and her Master’s of Taxation degree, she is able to assist clients in understanding the tax impacts of their financial decisions, and what the tax impact will be for multi-generational clients. She also works with clients who wish to explore the many advantages of insurance and annuity products as part of their overall financial planning.
Robin is married to Scott, they have one son, William Ross, two rescue dogs, Bandit and London, and a rescue kitty, Greyson. She also splits her time between North Carolina and Arizona.
*Investment Advisory Services may be provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: www.NAMCOA.com .
