Boston - One Boston Place

Connor Sullivan

CFP®

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Connor Sullivan
Connor Sullivan

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Connor

Connor works with his clients on a wide range of wealth management and investment advisory services.

Living on the North Shore of Massachusetts, Connor enjoys spending time with his wife, son, and daughter.

Education and Professional Milestones

  • Colby College – bachelor’s in history
  • Played four years of college football and baseball
  • Has also held a financial services role for Fidelity Investments, where he held his series 7 and 63 licenses