Broker Check

Leadership Team

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:




Leadership

Thomas J. Sullivan CFP® has over 45 years of 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...

Read more

Matthew J. Condon, CFP®, has over 20 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...

Read more

Jamie brings with him an impressive history — 40+ years of success — and a wealth of knowledge in the financial services industry.

Read more

Brian Callery

Financial Advisor | Sr. Associate

Brian Callery has 37 years of experience in the Financial Services Industry as a Retirement Planning Specialist. Brian earned a Bachelor of Science from Boston College and graduated in 1969...

Read more