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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

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. 

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Meagan Willett

Administrative Assistant

(781) 996-4480 x2

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.

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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.

 

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