Prio Wealth

Investment Bank/Securities Brokerage - Boston, MA, US

Prio Wealth Employees
Daniel Finger

Business Systems and Analytics Manager

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Jennifer Rodriguez

Compliance Associate

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Daniel Coleman

Relationship Manager

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Jillian KotowskI

Relationship Manager

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Patricia Melnick

Administrative Director

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Melissa CLSSBB

Managing Director, Chief Operating Officer & Chief Compliance Officer

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Kelly Morgan

Managing Director

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Prio Wealth Senior Management
Melissa CLSSBB

Managing Director, Chief Operating Officer & Chief Compliance Officer

Contact Melissa CLSSBB

Kelly Morgan

Managing Director

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Jeff Mary

Managing Director

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Alanna Spada

Managing Director, Wealth Advisor

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David Swallow

Managing Director Trading

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Scott Ruddick

Managing Director

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Stephen Petersen

Managing Director

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John Bratschi

CEO

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Melissa Mattison

Managing Director, Chief Operating Officer & Chief Compliance Officer

Contact Melissa Mattison

William Dion

Managing Director, Director of Financial Planning

Contact William Dion

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Prio Wealth Details

Prio Wealth, an independent Registered Investment Adviser (RIA) founded in 1988 in Boston, MA, enables clients to prioritize their financial and life goals. Their experienced team of professionals utilize a collaborative process to provide individuals, families and non-profit organizations with personalized wealth management and financial planning services.

Prio Wealth logo, Prio Wealth contact details
Website: priowealth.com
Employees: 50 - 99
HQ: 617-224-1900
Location: Boston, MA, US
Revenue: 5 - 10 Million
investment management financial planning wealth management and planning financial life priorities financial life management
Prio Wealth Technologies
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Google Cloud Hosting

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