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Sullivan Wood Financial is dedicated to helping individuals and families achieve lasting financial freedom through clear, personalized planning. Founded on the vision of CEO Eric Wood—who has been guiding clients since 1989—the firm brings corporate-level strategies to everyday people in an approachable way. With a focus on efficiency, effectiveness, and tailored solutions, Sullivan Wood Financial helps clients arrange their financial affairs with confidence. Backed by decades of experience, the team is committed to providing both strategy and service that empower brighter financial futures.
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Eric is focused on helping clients arrange their financial affairs in an efficient and effective manner that helps provide financial freedom.
Eric got his start in the industry in 1989 with American Express/IDS as a financial professional. It was during this time that Eric saw the effect that prudent financial planning can have. In 1994, Eric decided to offer the same powerful financial strategies used by corporations, only tailored to meet the needs of individuals and families. Since then, Eric has worked hard to ensure each client receives the planning and customer service needed to find true financial freedom.
Eric holds insurance licenses and graduated from Virginia Tech.In his free time, Eric enjoys holiday weekend getaways at the Outer Banks with his fiancé, Nancy, and their two dogs. They have three daughters and live in Fairfax County, Virginia
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James Arnold Sullivan, III is the Founder, Chief Executive Officer, Chief Investment Officer, and Portfolio Manager of Sullivan Wood Capital Management, which he established in 2003. With more than 30 years of investment experience, James brings deep expertise in portfolio management, market strategy, and long-term financial planning.
He earned his MBA from the McLaren School of Business at the University of San Francisco in 1994 and holds a BA in Political Science from the University of Colorado, earned in 1988.
Before founding Sullivan Wood Capital Management, James served his country as a Captain in the United States Army Reserve, from which he is now retired.
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At Sullivan Wood Financial, we believe everyone deserves the freedom to live the retirement they’ve always envisioned. Our experienced team is dedicated to guiding you with clarity and confidence, building a personalized strategy that aligns with your goals. Through a thoughtful mix of insurance solutions and financial services, we help you protect what matters most and move forward with peace of mind.
Prepare for retirement by putting your hard-earned assets to work.
Protect the assets that can help you live the retirement you’ve always imagined.
Provide for the people and causes you care about the most.