Broker Check
Connor  Gallivan

Connor Gallivan

Financial Advisor

I work closely with clients to help proactively manage all aspects of their financial lives. My goal is to remove stress by staying on top of things so clients don't have to worry.

I began my career at Putnam Investments, consulting with advisors on portfolio construction. However, I ultimately wanted more hands-on involvement in improving clients' overall financial situations. That led me to transition into wealth management. Before joining Marathon Financial, I spent 3 years as an Advisor for another Boston-based firm.

I come from a long line of teachers and coaches, which informs my approach. I work with each client to develop a tailored financial game plan and provide ongoing education every step of the way.

Every person's financial situation is unique, and success means something different to everyone. I enjoy co-creating customized plans to help my clients achieve their specific goals. We don't take a one-size-fits-all approach.

Financial planning is dynamic, and clients' needs change over time. I aim to be a trusted partner who is always listening and ready to adjust course when life inevitably throws curveballs. My objective is to relieve clients' financial stress so they can focus on what matters most.