About Us

Through tailored and timely financial and investment advice, we 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, where he was named a Premier Manager* in 2016.  In 2019 he helped found Upland Wealth Advisors as its Managing Principal, which is affiliated with Wells Fargo Advisors Financial Network.

    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 so 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.


    *The Premier Manager distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.

     

    Education

    • University of Georgia
    Victor Sullivan

    Victor Sullivan

    • CFP
    • President
    • Financial Advisor
    Victor has been a Financial Advisor since 2009. His career began at 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. With an emphasis on continuing education, he has also earned the CERTIFIED FINANCIAL PLANNERTM (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, Albany’s Flint RiverQuarium and Leadership Albany.  An avid outdoorsman, he is passionate about wildlife conservation and is a dedicated supporter of conservation organizations.  Victor, his wife Katie, and their son Lyle reside in Albany, GA and enjoy traveling and spending time with family and friends. 

    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.
    Susan Gay

    Susan Gay

      • Senior Registered Client Associate
      Susan Gay, Senior Registered Client Associate, began her career at E. F. Hutton in Atlanta, GA. A few years later she moved to the Albany, GA offices of A. G. Edwards, a predecessor firm of Wells Fargo Advisors. She holds a Bachelor of Arts degree in Psychology from Georgia Southwestern University in Americus, GA.

      Susan is Series 7 and Series 63 registered. Her team responsibilities include all areas of customer service including handling account transactions, client correspondence, managing account documentation and resolving client inquiries.

      Born and raised in nearby Cordele, GA, her interests include swimming, reading, gardening and spending time with her friends and family.
      Tiffany Anderson

      Tiffany Anderson

        • Senior Administrative Associate
        Tiffany’s role, as a Senior Administrative Associate, assists with the delivery and implementation of client service needs.

        Prior to joining Wells Fargo Advisors, she worked for Regions Bank for 10 years and held positions from Bank Teller to Assistant Branch Manager. She has been in the financial industry since 2001. She is passionate about client service and helping others. It gives her a great sense of fulfillment to help people as they’re on life’s journey.

        As a working mom with a very active boy, she has a great understanding for keeping her goals concise and for focusing on streamlining life as much as possible. She’s actively involved in our local Habitat for Humanity Chapter, and serves on the executive board as well. She attends Providence Church and resides in Lee County, GA. She enjoys watching her son play sports, CrossFit and spending as much of her time as possible outside, making memories with family and close friends.