Condon Sullivan Wealth Management & Planning

Welcomes

James P. Turner, CLU, ChFC

We are delighted to have James P. Turner, CLU, ChFC join Condon Sullivan Wealth Management & Planning as a financial advisor.

He brings with him an impressive history — 40 years of success — and a wealth of knowledge in the financial services industry. We are thrilled to welcome him to the Condon Sullivan family!

Jamie earned a Bachelor of Industrial Engineering and MBA from Cornell University.  He began his career at Raytheon Company, spending 10 years there before entering the financial services industry.

He worked tirelessly over the next 35 years to create and manage financial plans, design asset protection strategies, and build wealth for his clients — both individuals and small businesses here locally in the greater Boston area. Most recently, he spent the last 17 years as a partner with 1017 Financial Group.

Jamie has been instrumental in helping us pursue our growth strategy, and we are pleased to partake of his expertise. Our commitment to clients is a first-class financial planning experience; with Jamie joining the team, the depth of this experience will be enhanced.    2128311TM_May20

Matthew J. Condon, CFP

Founding Partner