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.

"Helping client families through multiple generations, each with its own unique set of financial issues, motivates me every day to continue to provide the kind of service these families have come to know and expect."

Gail A. Sullivan

Senior Wealth Advisor

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Gail is a Senior Wealth Advisor at The Colony Group.  Her responsibilities include creating, implementing, and managing financial plans specifically designed to meet client needs and objectives. She actively participates in the development, execution, and management of customized financial plans for each client and coordinates the internal and external services for all aspects of these relationships which includes investment management, financial planning, estate planning, and tax planning.

For nearly four decades, Gail has worked with client families that span multiple generations taking pride in helping to craft long-range plans from birth, to college, marriage, and sometimes divorce, caring for aging parents, and making sure that the family’s wealth passes smoothly to the next generation.  Her warm and outgoing personality has allowed her to develop and strengthen the long-lasting relationships she has maintained over many years with her clients.

Gail served as a Principal and Relationship Manager at Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, she was Vice President and Relationship Manager at North American Management and Vice President and Clerk for First Lexington Capital Corporation.

She earned a Bachelor of Science in Finance, summa cum laude, from Northeastern University and holds a Series 65 license.

Gail is married and along with her husband, loves to spend time cooking and entertaining family and friends.