Financial Associates

We Look Forward To Meeting You!

At Condon & Co Wealth Advisors, we leverage our experience and knowledge to help clients pursue their financial goals throughout life.

Meet our team of financial professionals, based in Boston, Massachusetts...

Financial Associates

Zuly Feliz, CFP®, CDFA®

Client Strategy & Planning Service Advisor

781-262-8242

781-201-4600

zfeliz@condoncowa.com

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...

Kyle Anderson, CFP®, CLTC®, BFA™

Senior Wealth Advisor

781-262-8227

781-201-4600

kanderson@condoncowa.com

Kyle Anderson is a financial advisor specializing in tax efficient investment strategies and retirement planning. Kyle works with existing and new clients to help implement strategies to build their wealth and knowledge, as well as...