Connor Sullivan, CFP®

Senior Wealth Advisor

Boston, MA
Focus Areas

Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Tax Planning
Multi-Generational Planning

Client Specialty



Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2020-2024)

As a Senior Wealth Advisor, Connor is a CERTIFIED FINANCIAL PLANNER and works with his clients on a wide range of wealth management and investment advisory services. Prior to joining The Colony Group in 2013, Connor worked at Fidelity Investments where he held his series 7 and 63 licenses.

Connor earned his Bachelor of Arts in History from Colby College, where he also played four years of football and baseball.  Connor lives on the North Shore of Massachusetts and enjoys spending time with his wife, son, and daughter.


Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.

Published Insights

23 Colony Group MA-area Senior Wealth Advisors Awarded Five Star Wealth Managers for 2024

We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...


The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...

What Should You Know About Long-Term Care Insurance?

As the average life expectancy of Americans continues to increase, many people are finding that they or their loved ones require support services to meet their needs as they...