Conor Lucey joins Waverly Advisors as Associate Wealth Advisor in December 2025. Conor brings extensive experience in asset management, sales leadership, and relationship management to our team. He earned his Bachelor of Arts from Fairfield University and holds multiple FINRA licenses, including Series 6, 7, 24, 51, and 63.
Conor launched his career in 2017 with Putnam Investments as an Associate Consultant, where he partnered with financial advisors across Florida. In 2019, he joined MFS Investment Management and quickly advanced through several roles, culminating in his position as Internal Sales Manager. In that role, he led a team of more than 20 Advisor Consultants, driving sales across MFS’s suite of mutual funds, ETFs, separately managed accounts, and 529 products.
Beyond his professional achievements, Conor is an avid runner and tennis player. Each year, he competes in the Tenacity Cup, a team-based tennis event that supports educational programs for Boston students. A lifelong Boston sports enthusiast, he proudly cheers for the New England Patriots and is known among friends as a walking encyclopedia of Boston sports history.