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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...
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...
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...
Kathleen Sullivan
Administrative Assistant to Tom Sullivan
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...
John “JT” Lynch is a determined financial professional with three years of experience in the financial industry. JT earned a Bachelor of Science degree in Business Administration with a concentration in Finance from...
Kate has worked in the financial services industry since 1992. She has worked in multiple senior support roles at several firms including JP Morgan Chase, ManuLife, and John Hancock. Kate is passionate about the client service aspect...