Doak Sullivan

Doak Sullivan began his career in Wealth Management in 1997 with PaineWebber/UBS.  He continued his work with Southwest /Hilltop securities and joined D.A. Davidson in October 2021.  He and Jennifer Winters have worked as a team for 24 years.  He has specialized in both accumulation of wealth during working years and the distribution of wealth during retirement years.  He focuses on risk management.
 
Doak went to the University of Arkansas, Fayetteville and received his BSBA majoring in management in 1971 and his MBA in 1973 focusing on finance.  He spent 5 years in public accounting and 9 years as Assistant Treasurer and Controller of a private manufacturing and distribution business in the food industry.  He owned his own business in the food industry for 7 years.  
 
While he worked in the business noted above and worked within his family managing two portfolios, one for his mother and one for his aunt who were widowed.  In 1997 he decided to seek a full time career in Wealth Management.
 
Doak has three sons, three stepdaughters, and thirteen grandchildren.  He enjoys traveling with his wife, golf, hunting, fly fishing, cooking BBQ, reading history and spending time with his Chesapeake Bay Retriever and two English Cocker Spaniels.  He and his wife Karen Winslow live in Bee Cave Texas. 
  

Phone 737-999-7705
Fax 737-999-7719
Mobile Phone 214-334-5100