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David Sullivan CFP®
Wealth Advisor at The Colony Group
David Cfp® holds a background in Sport Management, with studies at Isenberg School of Management, UMass Amherst, and the University of Massachusetts, Amherst.
He has gained extensive experience in financial services, working as a Wealth Planning Associate at Ballentine Partners, LLC. Prior to this, he held roles as a Financial Advisor at Citizens Investment Services, a Financial Representative, and a High Net Worth Service Associate at Fidelity Investments.
His early career includes roles as a Sport Marketing Intern at Boston University and as a Bookseller at Barnes & Noble College.
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Location
Belmont, Massachusetts, United States
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CEO & Chairman - Private Holding Group
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See who you know in common with David