Broker Check

Team

At Olive Tree Wealth, we are dedicated to providing meaningful financial strategies to address the concerns of individuals, families, and business owners. We provide our clients with access to a full range of financial services, strategies, and solutions.  

Please click a team member name below for their full biography. 

Gary Sullivan, CPA, CFP®

VP of Client Relations

(781) 996-4480 x4

gsullivan@olivetreewealth.com

Gary's role includes being the primary liaison between clients and the rest of the team to ensure that Olive Tree’s stated service models are being adhered to. 

Read more

Meagan Willett

Administrative Assistant

(781) 996-4480 x3

mwillett@olivetreewealth.com

Meagan arranges client review meetings, processes paperwork for new and existing client accounts, and handles day to day operations in our Southern Mass offices.

Read more

 

Andrew T. Doughty, CFP®, CIMA® 

Financial Planning Support

Andrew provides technical support and financial planning services to the firm including research, data entry, and financial analysis construction.

 

Read more