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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
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
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®, ChFC®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
William G. Mozek
Linkedin

Michael Smith-Vaughan, CFP®

Relationship Manager

As a Relationship Manager at Prio Wealth, Michael maintains a consistent line of communication with clients, prospects, Prio Wealth advisors, and business partners to exceed client expectations. He also implements and delivers financial plans, executes on all account maintenance requests, and collaborates with his team to onboard new and existing clients.

Prior to joining Prio Wealth in 2018, Michael was a Financial Consultant at E*TRADE in their Boston office. Michael began his career at Fidelity Investments, and last worked as an Investment Consultant in their Burlington, Massachusetts office. He has worked in financial services for nearly 10 years.

He is a graduate of Brandeis University with a Bachelor of Arts. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2015.

Michael resides in Providence, Rhode Island with his wife, son, and dog. His personal priorities include family, travel, exercise, and proudly serves as Prio Wealth’s Fantasy Football Commissioner.

Contact Michael Smith-Vaughan, CFP®
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
Jillian M. Kotowski
John G. Bratschi
Karina S. Johnson
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®, ChFC®
Stephen R. Petersen, CFA
Susan S. Mooney
Thomas F. Woodhouse, CFA, CFP®
William (Bill) Dion, CFP®
William G. Mozek

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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