Erin M. Sullivan, CFP®

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

Erin is an Associate Wealth Advisor at The Colony Group.  She supports a team of financial counselors providing a wide range of wealth management and investment advisory services to high net worth individuals.

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.

IIn 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.

Published Insights

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 income inequality and the sheer number of homeless people that I encountered daily. I originally selected this particular soup kitchen because...