Gail A. Sullivan

Senior Wealth Advisor

Westford, MA
Focus Areas

Tax Planning
Investment Strategies
Multi-Generational Planning
Estate Planning

Client Specialty

Women in Transition
Multi generation families

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.