Burlington, MA Middlesex Turnpike, 2nd Flr Office

Team
Updated today

Client AUM

$8,233,423,714

Clients

27,999

Advisors

4

Of 467 advisors across 198 offices

Location

131 Middlesex Turnpike, 2nd Flr

Burlington MA 01803

Advisors at this office

4

Advisors at this office

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Kathryn C

Series 63, Series 66

Burlington, MA

Hornor, Townsend & kent, LLC

Kathryn Cunningham is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Hornor, Townsend & Kent since 2015. In addition to her advisory role, she is involved in life insurance brokerage activities supporting client services and relationship management for Condon & Co. Wealth Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of its approximately $7.38 billion in client assets on a non-discretionary basis.

Business succession planning Wealth management
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Matthew C

CFP®, Series 63, Series 65

Burlington, MA

Hornor, Townsend & kent, LLC

Matthew Condon is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2001. Outside of his advisory role, Condon is a board member and trustee of the Old Gold Rugby Club, where he helps oversee youth and high school rugby programs. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and offers a range of investment and retirement plan consulting services.

Business succession planning Wealth management
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Kyle A

CFP®, Series 63, Series 65

Burlington, MA

Hornor, Townsend & kent, LLC

Kyle Anderson is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2018. His prior experience includes roles at AXA Advisors, LLC from 2014 to 2018. Outside of advisory work, he holds a treasurer position on the board of the New England Masters Skiing Foundation, a nonprofit organization. He is also involved in life insurance brokerage through Condon Sullivan Wealth Management and Condon & Co Wealth Advisors. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight rather than routine discretionary trading.

Business succession planning Wealth management
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Zuleyka F

CFP®

Burlington, MA

Hornor, Townsend & kent, LLC

Zuleyka Feliz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2014. She previously worked with Penn Mutual Life Insurance Company starting in 2013. In addition to her advisory role, she is involved in insurance brokerage operations and serves as an office administrator for a related insurance brokerage office. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight through third-party asset manager platforms and financial planning. The firm manages a majority of client assets on a non-discretionary basis and offers a range of investment strategies and retirement plan consulting.

Business succession planning Wealth management
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