About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Vic Sullivan

Vic Sullivan

    • Managing Principal
    • Financial Advisor
    Vic Sullivan’s career as a Financial Advisor, and subsequently Branch Manager, began in 1981 as A.G Edwards later transitioned and became Wells Fargo Advisors. In 2019, he co-founded Upland Wealth Advisors as its Managing Principal.

    He believes his market insight to qualified clients, especially through ongoing changes in economic and market conditions, is a valuable resource when combined with the personal guidance he shares with clients through our long-term planning process. Knowing his clients well, helping them through the years as their goals and needs change, and then positioning them to transition their wealth and/or business interests to the next the generation, is a very personal experience. He has advised many clients through the years, working with their personal family dynamics, as he helps clients through all aspects of life. So much of his client service is well beyond financial; he first focuses on a client’s needs, goals, and objectives, and through that, trust and friendships come, which ultimately are the most important things.

    Vic is a graduate of The University of Georgia with a degree in Finance and Investments. Since that time, he has remained very involved with the University, having served as President of the National Alumni Association, a Trustee on both the UGA Foundation and the UGA Arch Foundation, on the UGA Athletic Board, the Graduate School Educational Advancement Board, the Gridiron Secret Society, and the Terry College of Business Alumni Board. He has spoken at eleven UGA Commencements, including those of his two children. He has been a regular guest on WALB television since 1990. He founded Heroes Hunting in 2005, an annual outreach to enlisted U.S. Marines as he shares the outdoors with some of our country’s finest. He’s very active in his community, having been involved with Leadership Georgia, the Albany Museum of Art, the Albany Chamber of Commerce, Easter Seals, the Boy Scouts, the Albany Rotary Club, Theater Albany, and Covenant Presbyterian Church.

    Vic’s hobbies include traveling, wildlife management, dog training, and spending time with his friends and family. He has been married to his dear wife, Jane Anne, since 1984.


    • University of Georgia
    Victor Sullivan

    Victor Sullivan

    • CFP
    • President
    • Financial Advisor
    Victor has been a Financial Advisor since 2009. He started his career with Wells Fargo Advisors, and in 2019, he co-founded Upland Wealth Advisors as its President. Helping clients develop and implement long term strategies for building, preserving, and transitioning their wealth is what he enjoys the most. His comprehensive approach to wealth management, attention to detail, and high level of professional service provides his clients with the time to focus on what matters most to them.

    Victor holds a degree in Financial Planning from the University of Georgia and has been recognized as a Premier Advisor* within Wells Fargo Advisors Financial Network for 2020.  With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner designation from the College for Financial Planning and the Certified Retirement Counselor® designation from the International Foundation for Retirement Education.

    Active in the local community, Victor participates in many civic and community organizations, including the Artesian City Sertoma Club, Covenant Presbyterian Church and Albany's Flint RiverQuarium. Victor is a Leadership Albany graduate.  As an avid outdoorsman, he is passionate about wildlife conservation and is a dedicated supporter of conservation organizations. Victor and his wife Katie met while attending the University of Georgia. They enjoy travelling and spending time with their son, Lyle.  

    Why work with a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ designation?

    When you work with a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ designation, you work with advisors who follow a strict Code of Ethics, Rules of Conduct, and Practice Standards. Additionally, CFP® professionals remain current with changes in the financial planning field because they must pass a comprehensive financial planning examination and complete a minimum of 30 hours of continuing education every two years.

    *The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
    Morgan Waters

    Morgan Waters

      • Client Associate
      Morgan Waters’ role, as a Client Associate, is to assist our team in all areas of operations and client service.

      She has a passion for customer service and worked for a private business before joining Upland Wealth Advisors in 2022. Morgan is driven and goal oriented.  She loves meeting new people, helping others find joy, and achieve their goals.

      Although Morgan stays busy at work and at home, she thrives on making sure everyone’s needs are met. She is an Albany, GA native and an active member of Greenbriar church. She and her husband Caleb have a daughter named Rhen and a son named Rafe. Morgan enjoys yoga and is a talented singer.