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  • What’s Your Priority?
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • Careers
  • Approach
    • How We’re Different
    • How We Work
    • How We Invest
    • Everyone Needs a Plan
  • In The News
    • Blog
    • Investment Outlook
  • Contact
Menu
  • What’s Your Priority?
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • Careers
  • Approach
    • How We’re Different
    • How We Work
    • How We Invest
    • Everyone Needs a Plan
  • In The News
    • Blog
    • Investment Outlook
  • Contact
Menu
  • What’s Your Priority?
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • Careers
  • Approach
    • How We’re Different
    • How We Work
    • How We Invest
    • Everyone Needs a Plan
  • In The News
    • Blog
    • Investment Outlook
  • Contact

Meet Your Team

Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr.
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratchi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kirsten Daamen
Margaret M. Saltalamacchia
Mark T. Valickus
Melissa Mattison
Michael Smith-Vaughan, CFP®
Michelle M. Lally
Patricia A. Melnick
Paul Stringer
Robert L. Devinney, CFP®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
Trevor J. Nardone
William (Bill) Dion, CFP®

Jennifer Santos Rodriguez

Operations Administrator

In her role as Operations Administrator, Jennifer is responsible for a range of daily tasks that are critical to the operations at Prio Wealth. Since joining Prio in 2019, her role has expanded to include audit preparation, proxy voting, accounts payable, creating (and organizing) a digital documentation database, and various other undertakings to streamline Prio’s operations.

After graduating from Bunker Hill Community College, Jennifer worked as an assistant at a bank and investment firm. From there she joined Prio Wealth and pursued her Bachelor’s degree in Business Administration from Southern New Hampshire University while working full time.

Jennifer resides in Norwood, Massachusetts where she can often be spotted out walking her dog. In addition, her personal priorities include baking pastries, spending quality time with her nieces and nephew, reading fantasy and science fiction books, and traveling.

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