Connor Sullivan, Cfp®
About Connor Sullivan, Cfp®
Connor Sullivan, CFP®, serves as Principal and Senior Wealth Advisor at The Colony Group, where he has worked since 2021. He holds a Bachelor of Arts in History from Colby College and has extensive experience in wealth advisory roles.
Work at Colony
Connor Sullivan has been a Principal and Senior Wealth Advisor at The Colony Group since 2022. He previously served as a Senior Wealth Advisor from 2021 to 2022 and held various roles within the company, including Wealth Advisor from 2019 to 2021, Senior Associate Wealth Advisor from 2016 to 2019, and Associate Wealth Advisor from 2013 to 2016. His extensive experience at The Colony Group spans nearly a decade, showcasing his commitment to wealth management and client advisory services.
Education and Expertise
Connor Sullivan earned a Bachelor of Arts (B.A.) in History from Colby College, where he studied from 2008 to 2012. His educational background provides a foundation for his analytical skills in wealth management. Additionally, he completed his high school education at Hamilton-Wenham Regional High School and attended Williston Northampton School for one year. His academic journey has equipped him with critical thinking skills applicable in financial advising.
Background
Before joining The Colony Group, Connor Sullivan worked at Fidelity Investments as a Financial Representative for nine months in 2012 and 2013. His career in wealth management began in 2013 when he joined The Colony Group as an Associate Wealth Advisor. Over the years, he progressed through various roles, gaining experience and expertise in financial advising and client relationship management.
Professional Experience
Connor Sullivan's professional experience includes a significant tenure at The Colony Group, where he has held multiple positions since 2013. His roles have evolved from Associate Wealth Advisor to Principal and Senior Wealth Advisor, reflecting his growth and expertise in the field. His earlier experience at Fidelity Investments provided him with foundational knowledge in financial services, which he has built upon throughout his career.