A Capable & Dedicated Team

Terry Sullivan has over 30 years of experience in the financial services industry, helping clients through some of the most volatile markets. He is past president of the New Orleans Chapter of the Financial Planning Association (FPA), and has spoken numerous times at Money Watch Live, as well as often being quoted in the Times Picayune and CityBusiness. Terry has instructed continuing education courses on advanced retirement planning to other professionals, including the American Society of Women’s Accountants, the American Management Association and the Society of Financial Services Professionals.

At the heart of Terry’s practice is his skilled approach to money management. Using a forward-looking process known as Tactical Asset Management, Terry seeks to identify and overweight investment trends which appear more favorable, while minimizing or eliminating those areas that appear unfavorable. Terry primarily uses mutual funds including ETF’s (Exchange Traded Funds), municipal bonds, government bonds, stocks, real estate, utilities and more. Individual stocks and bonds can also be integrated into a client’s investment plan. The process is highly customized for each client based upon their individual needs.

Terry holds the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certificate, and the Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. In addition, he attends industry training events on a regular basis adding to his specialized knowledge in the areas of investment management and financial planning. Terry is a graduate of the University of New Orleans where he received his BS in General Business.

Terry lives in Metairie, LA and enjoys scuba diving, basketball and tennis. Terry has two sons, Brandon and Wesley. Both attended Rummel High School. Brandon cheered for LSU, was on the Hornets Dunk Team and is currently a member of the 610 Stompers. He currently lives in Nashville, TN with his wife, Kelly, and daughter, Kenzie. Wesley has a degree in Business Administration and Accounting. He currently lives in Austin, TX.

Craig was born and raised in New Orleans and River Ridge, La., and attended St Martin’s High School in Metairie and Centre College in Danville, Ky. Upon returning to New Orleans, he began working as a piano player, which led to a successful music career that would take him around the world and introduce him to people from all walks of life.

Eventually, Craig decided he wanted to work in a field that would allow him to establish deeper, one-on-one, more fulfilling relationships with people, much as his father had done in his long career with Mutual of New York. So, putting his math and analysis skills to use, he began his career as a financial advisor with MONY in 1996, eventually moving to Edward Jones and, finally, to Guardian Wealth Management Group, where his experience as a CERTIFIED FINANCIAL PLANNER™ * allows him to help clients identify and pursue their financial goals.

Craig has refined the planning process to tailor strategies to the unique needs of each person, family, or business. His clients appreciate his ability to help them navigate the complexities of money management, whether their goals involve family wealth legacy, tax minimization, early retirement, or simply worry-free sleep.

Change in life is inevitable. Craig’s mission is to help people discover the opportunities that come with change, guiding them into a happy and prosperous future.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and comply with the Financial Planning Practice Standards.

Matthew joins Guardian Wealth Management Group with two years in the financial services industry. He currently holds a Series 65 license with NewEdge Advisors. Prior to joining Guardian, Matthew was part of the consumer leading and client service team with Fidelity Bank in New Orleans. He is a native of Pass Christian, MS, and graduated from Saint Stanislaus High School before attending Mississippi State University. He graduated with a Bachelor of Business Administration, majoring in Finance and Risk Management. While at MSU, Matthew served as a College of Business Senator for the MSU student body and a member of the Risk Management club. Matthew enjoys sailing, reading, Saints football, and all things Mississippi State.

Matthew brings a profound focus on customer service to maintain a high level of support for all clients.