Connor Sullivan, CFP®

Senior 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 works with his clients on a wide range of wealth management and investment advisory services. Prior to joining The Colony Group in 2013, Connor worked at Fidelity Investments where he held his series 7 and 63 licenses.

Connor earned his Bachelor of Arts in History from Colby College, where he also played four years of football and baseball.  Connor lives on the North Shore of Massachusetts and enjoys spending time with his wife, son, and daughter.

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...