Maggie Sullivan, JD, CFP®

Wealth Planner
Office: 781-314-1300 | Direct: 781-314-1347

Maggie is a Wealth Planner at the firm.  She works with clients on all facets of financial planning including estate and wealth transfer planning, tax strategy, and philanthropy.  She has a particular interest in helping individuals and families articulate their values around wealth and family and make meaningful financial decisions that are consistent with those values.

Maggie has been with the firm since 2015.  Prior to joining Ballentine, she practiced law with Campbell Campbell Edwards & Conroy, a litigation firm in Boston.  Maggie earned her J.D. from Boston College Law School in 2011 and her B.S. in Management from Boston College’s Carroll School of Management in 2007.  Maggie is an active member of the Massachusetts Bar.  She is also a CERTIFIED FINANCIAL PLANNER practitioner.

Maggie lives in Wellesley with her husband and two young children. In her free time, she enjoys spending time with family and friends, exploring her new neighborhood in metrowest, and getting outside as much as possible.

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