Centinel Financial Group, LLC is an independent firm of Royal Alliance Associates, Inc., a nationally recognized financial services organization. This relationship provides us with comprehensive support as we address your diverse financial needs. Royal Alliances' commitment to technology and service enables constant innovation in conducting business.
Royal Alliance is a full service broker/dealer and Registered Investment Advisor offering an extensive portfolio of investment and advisory products and services through its open product platform, including: General Securities, Mutual Funds, Limited Partnerships, Comprehensive Financial and Estate Planning, Private Money Management and Mutual Fund Wrap Programs.
Since 1990, wealth managers and clients have chosen to work with Mark because of his patience, vision, and leadership. What this means to those he serves, is that he shows a genuine interest in helping individuals understand, evaluate, and implement effective financial strategies. The real benefit we are striving for you is to have a better peace of mind knowing that you have a financial partner with your best interests in mind and the skills to provide quality, personalized and customized strategies.
Mark Sullivan is the Managing Partner of Centinel Financial Group, an innovative financial services organization that specializes in assisting individuals, families, and businesses in the accumulation and preservation of their wealth.
Actively involved in the financial services industry, Mark is a member of GAMA International and NAIFA Massachusetts, where he has served on the Board of Directors. In addition, Mark is the Past President of the Managing Partners' Association of John Hancock Financial Network, where he has also served as the Chairperson of the Business Development Committee and the Product Committee.
Mark grew up in Framingham, Massachusetts and received a Bachelor of Science in Business Administration from Northeastern University. He currently resides in Natick with his wife, Heidi, and their three children.
Earle Pitt, Jr., CLU®, ChFC®, AIF®
Earle Pitt, Jr. is a Partner of Centinel Financial Group. It is the mission of Earle's personal financial practice to assist individuals, families and businesses in the accumulation and preservation of their wealth.
Earle began his career with John Hancock in 1976. Since then, he has worked in the company's Home Office in Boston, and as an Agent, Sales Manager, and Associate General Agent. Throughout his career, Earle has been recognized for his accomplishments. *He is a lifetime member of John Hancock's Sales Manager's Recognition Conference, a member of John Hancock's Hall of Fame, and is a Qualifying and Lifetime Member of the Million Dollar Round Table.
Earle is a graduate of St. Michaels College in Colchester, VT and received his CLU® and ChFC® designations from the American College in Bryn Mawr, Pennsylvania.
Earle is a member of the South Shore Chamber of Commerce and his philanthropic activities include working with South Shore Hospital as a member of their President's Circle. In his personal time, Earle is an avid outdoorsman and enjoys skiing, golfing, and boating.
A long-time resident of the Duxbury/Marshfield community, Earle is the proud father of three children, Earle III, Brenton, and Erin.
ACHIEVING CLIENT EXCELLENCE:
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
HALL of FAME:
The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times.
MILLION DOLLAR ROUND TABLE:
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Kate joined the Centinel team as a Marketing Consultant in the Needham Office in 2021 and is responsible for leading the creation and execution of our holistic marketing strategy. Prior to joining Centinel Financial, Kate spent a good portion of her career leading marketing and client experience for both direct to consumer and institutional channels for John Hancock.
Kate received her MBA from Suffolk University's Sawyer Business School where she concentrated in Entrepreneurship and also holds dual Bachelors Degrees in Criminal Justice & Psychology from Bridgewater State University. In addition to her love for marketing, Kate is also a licensed Realtor® and holds her Series 6 & 63 licenses. Kate lives in Hanson with her husband and 3 children and enjoys traveling and live music.
Julie Patterson joined Centinel Financial Group, LLC in January 2000, working as a Marketing Assistant to two of the Firm's leading Financial Advisors. This enabled her to learn and understand the broad realm of financial planning, with particular concentration on the investment platform offered through Signator Investors, Inc.
As Julie's experience and knowledge broadened, she became involved at a Firm level with FINRA and John Hancock Financial Network compliance. Upon achieving her Life, Accident & Health license as well as her FINRA Series 6, 63 & 26, Julie was promoted to the role of our firm's Compliance Specialist in November 2003 and obtained her Series 7 in April 2004.
In the summer of 2004, an opportunity arose to assist the Firm in their recruiting efforts. With much enthusiasm, Julie felt as though she could tackle this important task. Recruiting is the lifeblood of a financial services Firm, and she prides herself on being able to effectively explain the career to prospective candidates. Julie guides every candidate through the recruiting process, and into the Firm's thorough training program. Then in 2010, was further challenged by developing the Operations Department, focusing on driving new account setup, interviewing, hiring and training key administrative personnel, and consulting with Advisors on utilizing systems and technology within their respective practices.
Julie was raised in Waltham, Massachusetts and currently lives in Burlington with her family. A committed volunteer for the American Cancer Society, Julie has also coached girls' soccer. A former equestrian, Julie's hobbies include riding horses as well as playing soccer and golf.
Frank joined Centinel in 2019, and his overall responsibility is to ensure the sound financial operation of the Firm while creating efficiencies, improving its risk profile and enhancing advisor support. He is a seasoned finance professional with over thirty years of experience working in a complex global financial services organization and has extensive knowledge of the insurance and securities industries. He also holds multiple insurance and securities licenses in addition to CLU® and ChFC® designations.
Frank grew up in Niskayuna, NY and received a Bachelor of Science in Accounting and a Masters Degree in Taxation from Northeastern University. He lives in Mansfield with his wife and three children.
Director of Supervision
John began his career in the financial services industry in 2000 with John Hancock. In various positions with this global firm, he gained experience in client- and advisor-facing areas, with an emphasis on product development and project management.
He joined Centinel in 2013, as a member of an advisory team built around the idea of holistic financial planning- a theory which encompasses a broad range of planning tactics. Throughout his tenure on this team, John completed numerous professional licensing and designation programs which allowed him to earn the trust of advisors and clients alike in the creation and oversight of individual financial plans and other client service programs.
Building relationships with clients and staff has led to John’s newest position, taking over in January of 2020 as Director of Supervision. With distinct differences from his previous client-facing work, this job affords John the opportunity to use the skills he has acquired over the past eight years (and the good will built up with the other members of the Centinel family during that time) to assist Julie Patterson and Mark Sullivan in their efforts to provide a model of oversight and advisor support dedicated to the success of the firm.
John grew up in a nomadic family, spending time in Michigan and Germany before spending much of his early years in New Jersey. John moved to the Boston area in 1999, and now lives in Brookline with his wife and daughter. He fills his time away from the office coaching his daughter’s hockey team, and is an avid recreational runner with two Boston and two New York marathons under his belt. Additionally, John enjoys mentoring with the Read to a Child program, which he has been a part of since 2012.
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