At Condon Sullivan Wealth Management and Planning, we leverage our experience and knowledge to help clients pursue their financial goals throughout life. Meet our team of professionals, based in Boston, Massachusetts:
Thomas J. Sullivan CFP® has over 30 years experience in the financial planning field. His success is attributed to building strong relationships with his clients while presenting effective ideas & concepts in a style that makes it...Click to read more...
Matthew J. Condon, CFP®, has over 15 years experience in the financial planning field. His passion lies in building strong relationships with his clients, and he dedicates an incredible amount of time and energy researching the...Click to read more...
Jamie has over 40 years of experience in the financial planning field. He is a Chartered Life Underwriter, (CLU) — one of the oldest and most respected credentials in financial services profession. He is also a Chartered Financial Consultant (ChFC).