Kevin O'Sullivan

Wealth Management Director

Kevin O’Sullivan seeks to be a leader in the financial services industry providing the experience, knowledge and flexibility to deliver top-tier financial planning solutions, including; estate, business owner and retirement planning. His independent, process-driven approach helps ensure that goals, objectives and risk tolerance are properly considered and managed. Kevin is dedicated to building long-standing relationships with his clients based on trust and respect.

Ice hockey has played a huge role in Kevin’s life. Kevin played hockey for Catholic Memorial and Boston University where he was a Captain for both teams and won numerous state championships. Kevin was drafted by the New York Islanders 99th overall in the 1989 amateur draft. In 1993, Kevin fulfilled a dream and signed an NHL contract with the Montreal Canadians and played professional hockey for three years.

Kevin’s past life as a professional athlete puts him in a unique position to use his knowledge and experience to help other professional athletes. Pro athletes have complex issues. They need to invest for the long-term. They need to create and maintain a plan that is easily manageable, prudent and meets their families changing needs. With Kevin, he doesn't just build the plan. Financial planning is an ongoing endeavor, requiring a long term approach and updates as needed. Kevin helps his clients take advantage of changing opportunities to achieve their personal vision of fulfillment.

A sought after speaker, Kevin has given numerous retirement seminars to individuals, organizations and corporations in the New England area. Kevin and his wife, Karen live in Milton, MA with their three children, Caitlin, Ryan and Matthew.