Connor Sullivan, CFP®

Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Multi-Generational Planning

Client Specialty

Executives
Attorneys
Professionals
Retirees

Recognitions

Five Star Wealth Manager, 2020

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.

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.

Published Insights

What Should You Know About Long-Term Care Insurance?

As the average life expectancy of Americans continues to increase, many people are finding that they or their loved ones require support services to meet their needs as they age.  It is important to consider insuring against the financial risks associated with such assistance.  You likely already insure major...