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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 professionals, based in Boston, Massachusetts...

 


Zuly Feliz

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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Connor Regan has been with us since 2016 and is the go-to contact regarding our eMoney financial planning software. He enjoys...

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Casey joined the Condon Sullivan team in November of 2017 as an intern, graduated in May 2018, and has come on full time as a client relationship manager to help us continue to provide a top notch experience for our clients. Casey...

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Dave Miller

Internal Marketing Officer

781-552-4900

781-272-5433

Dave is responsible for operations, business development and marketing. He has enjoyed a great career in the financial services field since 1993 and has brought his expertise...

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Kathleen Sullivan

Administrative Assistant to Tom Sullivan

781-552-4900

Kathy Sullivan has enjoyed a successful career as a commercial insurance account manager and is now dedicating her time to helping Condon Sullivan grow. She helps with various projects, processing new business, and serving clients. She...

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Heather Olenik

Administrative Assistant to Jamie Turner

Heather works directly with Jamie on various administrative projects, client matters, and more.

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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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