Lila Sullivan

Relationship Manager
Get to Know Lila…
Favorite part about working at Moneco:
Working with a team that truly cares about the people we help and is committed to making a positive impact in their lives.
Favorite thing to do outside of work:
Going to the beach, playing with my dogs, golfing, skiing
What I enjoy most about what I do:
Helping people achieve financial stability and giving them the confidence to pursue their goals without compromise.
Vacation Destination: Amalfi Coast, Italy
TV Show or Movie: Gilmore Girls
Band or Music: Country
Sports Teams: Boston Red Sox, Giants, USWNT (Soccer)

Lila first joined the Moneco team going into her junior year at Fairfield University, where she discovered her passion for wealth management and the opportunity to help people work toward their financial goals. Through her experience at Moneco, she developed a deeper appreciation for the importance of building trusted relationships and providing thoughtful guidance throughout each client’s financial journey.

In her role, Lila supports clients and the broader Moneco team by helping coordinate day-to-day client needs and contributing to the thoughtful, personalized service that defines the client experience. She enjoys being part of a team that combines financial expertise with a personal approach, helping clients feel confident and supported as they navigate important financial decisions.

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