Erin M. Sullivan, CFP®

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Tax Planning
Multi-Generational Planning

Client Specialty

Executives
Professionals
Retirees
Women in Transition

Community

Community soup kitchen, volunteer weekly; Wellesley College, Treasurer, Alumnae Class

Recognitions

2023 AdvisorHub’s Advisors to Watch

Erin is a Senior Wealth Advisor at The Colony Group.  She counsels high-net-worth individuals on a wide range of wealth management and investment advisory services. She is also a member of The Colony Group’s Diversity, Equity, and Inclusion Council.

Previously, Erin served as a Senior Portfolio Administrator, acting as a primary contact for The Colony Group’s custodial relationships and a point person for various client service requests. Prior to joining the firm, Erin was a Financial Advisor Assistant at Long Wharf Investors, where she provided client service, investment, and compliance support.

Erin graduated cum laude from Wellesley College, where she earned her Bachelor of Arts in Mathematics and Classical Civilizations. She also received her Master of Theological Studies from Harvard Divinity School.

In her spare time, Erin volunteers weekly at a local soup kitchen and serves as the Treasurer of her college Alumnae class. She also enjoys playing in curling and bocce leagues.

Disclosures:

AdvisorHub’s criteria: Advisors to Watch (2023) – The Advisors to Watch ranking uses three main criteria in its methodology: scale, growth, and professionalism.

Published Insights

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...

Five Colony Group Advisors Recognized as AdvisorHub’s 2023 Advisors to Watch

The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...

Spotlight on Giving – Wednesday Night Supper Club and Erin Sullivan

I have been volunteering with Wednesday Night Supper Club for about a decade. In commuting across Boston, I was moved to do my part by the vast display of...