Biedrycki Sullivan Wealth Management Group
Providing forward-looking client solutions in an ever-changing investment environment
We develop, execute and monitor sophisticated financial, wealth transfer, liability management and investment strategies for affluent individuals and families. We provide fiduciary and investment management services for trusts and corporate retirement plans. And we create systematic retirement income programs and enhanced portfolio risk management structures for retirees and pre-retirees.
Our group is known for taking the time to fully understand each client’s unique needs, aspirations, goals and objectives. We start by carefully examining the client’s personal financial situation and balance sheet. We then develop a custom-tailored financial action plan that utilizes the extensive products, services and global resources of Merrill Lynch, one of the world’s leading wealth management firms. Once the plan is implemented, we continuously monitor and update it, based on changing circumstances. Clients are able to delegate the day-to-day investment management decisions to our experienced and professional staff.
We provide highly personalized and customized financial services in a comfortable, friendly setting. We seek to offer effective financial management and guidance to clients, which can result in the attainment of financial security. Our goal is to free clients to fully live the lives they always hoped would be theirs.
Scott Biedrycki, CFP®
Wealth Management Advisor, First Vice President - Wealth Management, Portfolio Manager, PIA Program
Scott began his financial services career in 1975. He is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Chartered Financial ConsultantSM (ChFC®) designation.
Scott is a specially qualified Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) Program. As a Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) Program, Scott can manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance.
Scott’s responsibilities include developing wealth management strategies and investment themes for clients. He also oversees portfolio management for the group.
His service in the U.S. Army included tours in Vietnam and Thailand. He was assigned to military intelligence, receiving a Top Secret Cryptographic security clearance.
Scott received a diploma in Risk Management from the American College in Bryn Mawr, Pennsylvania, and completed graduate course work at the University of Chicago Booth School of Business in Investment Management and Analysis. Scott and his wife, Laura, live in Charlotte, North Carolina. They have two daughters.
Diane Sullivan, CFP®
Senior Financial Advisor, Vice President, Portfolio Advisor, PIA Program
Diane has been in the financial services industry since 2003. She is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.
Diane is approved as a Portfolio Advisor within the Merrill Lynch Personal Investment Advisory® (PIA) Program for specially qualified Merrill Lynch Financial Advisors. As a Portfolio Advisor in this program, Diane can use a wide range of proprietary model portfolios to help clients meet their investment objectives. In addition, Diane manages the team’s client relationships and wealth management casework. She joined the group after a distinguished career at her alma mater, Belmont Abbey College, where she held the positions of director of annual giving, executive director of development and planned giving, and vice president of institutional advancement. During her 14 years at the college, Diane served as the coordinator for a capital campaign that raised $20 million and established a planned giving program that secured more than $6.5 million in planned gifts. She was also named Belmont Abbey College Administrator of the Year in 2000. Diane’s extensive experience in philanthropy, assisting major donors in developing and implementing sophisticated charitable giving strategies, has added significant strengths to the team’s capabilities.
Diane earned a B.S. in Business Management from Belmont Abbey College in Belmont, North Carolina. She lives in Gastonia, North Carolina, with her husband, John. They have a son and a daughter.
Registered Senior Client Associate
Julia has been in the financial services industry since 1991. Her responsibilities include coordinating and implementing the Biedrycki Sullivan Wealth Management Group’s client service model. More specifically, she is a skilled problem-solver who seeks to address any account issues and resolve them to a client’s satisfaction.
Julia earned a B.A. in Communications and a B.S. in Marketing from the University of North Carolina at Wilmington.