Boston - One Boston Place

Connor Sullivan

CFP®

Senior Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Connor Sullivan

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

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