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Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us
Menu
  • Home
  • About
    • Who We Are
    • Who We Work With
    • Meet Our Team
    • FAQs
  • Our Approach
    • How We’re Different
    • How We Work
    • How We Invest
  • Services
  • Insights
  • Client Login
  • Contact Us

Meet Your Team

Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
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®
William (Bill) Dion, CFP®
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Kelley R. Ellis

Wealth Advisor

As a Wealth Advisor, Kelley works with professionals, families, and multi-generational families to develop customized financial solutions to meet their ever-changing priorities. At Prio Wealth she provides thoughtful investment and wealth advisory solutions appropriate for each client’s financial and investment goals by incorporating lifestyle, philanthropic, gifting, estate, and tax planning strategies. She joined Prio Wealth in 2018, and has thoroughly enjoyed working as a trusted advisor and partner to families and individuals for the past 15 years. Kelley is also a member of Prio’s Marketing Committee.

Prior to joining Prio Wealth, Kelley was a Senior Wealth Advisor at Sandy Cove Advisors and Boston Private Wealth. She began her career as a Senior Equity Research Associate specializing in Healthcare at Jefferies & Company and Leerink Partners.

She is a graduate of Boston University with a Bachelor of Science in Business Administration, and completed her MBA from the Carroll School of Management at Boston College.

Kelley’s free time is spent with her husband and two young children in Hingham, Massachusetts. Her personal priorities include skiing, golfing, riding her Peloton, and summer days on the water.

Contact Kelley R. Ellis
Adrian Ketri
Alanna O. Spada, CFP®
Alessandra M. Thornton
Daniel J. Coleman, Jr., CFP®
Daniel S. Finger
David G. Swallow
Jeffrey J. St. Mary, CFA
Jennie Chung
Jennifer Santos Rodriguez
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
Kelley R. Ellis
Kelly A. Morgan
Kelvin H. Cho
Kirsten Daamen
Kristin C. Bowser
Margaret M. Saltalamacchia
Mark T. Valickus
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®
William (Bill) Dion, CFP®

Start With Prio Today

Contact Prio Wealth today to explore your financial priorities and how we can work with you to meet your wealth management goals.

Request a Consultation
Address: 265 Franklin Street, Suite 2001, Boston, MA 02110-3199
Tel: (617) 224-1900
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