People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Connor Sullivan, CFP®

Wealth Advisor

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As a Wealth Advisor, Connor is a CERTIFIED FINANCIAL PLANNER and supports a team of counselors providing a wide range of wealth management and investment advisory services to high net worth individuals and families. Prior to joining The Colony Group, Connor worked at Fidelity Investments, where he held his series 7 and 63 licenses. He was named by Boston Magazine as a “Five Star Wealth Manager” in 2020.*

Connor earned his Bachelor of Arts in History and Classical studies from Colby College, where he also played four years of football and baseball.  Out of the office he enjoys spending time with family and friends and playing basketball and golf.

*See important disclosures regarding awards and recognitions.