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Zuly Feliz, CFP®, CDFA®

Zuly Feliz, CFP®, CDFA®

Manager, Client Strategy & Planning

Zuly is the Manager of Client Strategy & Planning, and has been with the firm since 2013. She helps manage the day-to-day operations of the Condon Sullivan investments business. Zuly diligently finds new ways to enhance processes and programs — both for clients and internally; she helps to keep the firm running smoothly. Zuly enjoys working closely with clients throughout their journey at Condon Sullivan. She helps clients with investment strategies, service requests, and more.

Zuly earned a bachelor's degree in business administration with a concentration in international business from Salem State University in Massachusetts. She currently holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation, the Certified Divorce Financial Analyst® designation (CDFA®), and the series 7 license. 

In her free time, Zuly loves traveling, exploring new places, and staying active. She enjoys spending time with friends, family and her dog, Coco.