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We Look Forward To Meeting You!

At Condon Sullivan Wealth Management & Planning, we leverage our experience and knowledge to help clients pursue their financial goals throughout life.

Meet our team of financial professionals, based in Boston, Massachusetts...

 


Financial Associates

Zuly Feliz, CFP®

Director, Equities Operations

781-552-4900

781-272-5433

Zuly is responsible for maintaining the investment operations at Condon Sullivan. She manages the day-to-day equities business, handles trading, cashering, account set up & management, and client service requests...

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Kyle Anderson is a financial advisor specializing in tax efficient investment strategies and retirement planning. As the newest member of the Condon Sullivan Wealth Management & Planning team, Kyle works with existing and new clients...

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Erick G. Colon

Financial Advisor

781-552-4900

Erick G. Colon joined the Condon Sullivan team in 2019 as a Financial Advisor. He is a graduate of University of Massachusetts Lowell with a B.S. degree in Finance & Accounting. Erick holds licenses in Life, Accident & Health Insurance...

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