Tim Sullivan Leaves Lincoln Investment to Join LPL Financial in Westwood, Massachusetts
Financial advisor Tim Sullivan has joined LPL Financial in Westwood, Massachusetts, from Lincoln Investment. He is registered with LPL as both a broker-dealer representative and an investment adviser representative, and has more than twenty years in the industry.
Filed by Winthrop & Co.
WESTWOOD, MA: Winthrop & Co. is proud to formally announce that Tim Sullivan has joined LPL Financial in Westwood, Massachusetts, from Lincoln Investment. Tim joined LPL on October 2, 2026, and is registered with the firm as both a broker-dealer representative and an investment adviser representative.
Tim has more than twenty years in the industry, beginning in 2000 at UBS PaineWebber. He spent more than thirteen years at TIAA, from April 2007 to November 2020, and then joined Lincoln Investment, where he worked from November 2020 until his move to LPL this October.
Winthrop & Co. worked with Tim through his evaluation and transition, from the initial confidential conversation through his first day at LPL. As with every placement, the process was run quietly and on his timeline.
Winthrop & Co. is an independent consulting and advisor placement firm serving financial advisors nationwide. We work on the advisor's side of the business decision across wirehouse, regional, independent broker-dealer, and RIA channels, alongside the advisor's own attorney, and the advisor never pays our fee. Advisors exploring their options can request an introduction in complete confidence.
Filed
October 6, 2026