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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
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Michelle M. Lally

Wealth Service Administrator

In her role as Wealth Service Administrator, Michelle assists our advisors, relationship managers, and operations team on client service related matters. She works closely with Prio’s wealth service team to provide impeccable account administration and the highest quality client service on a daily basis.

Michelle brings several years of experience from her former roles at Commonwealth Financial Network where she interacted with clients, advisors, and custodians for client onboarding and retirement plan service needs. Prior to Commonwealth Financial, Michelle spent over 15 years at MFS in various roles supporting product wholesalers and broker dealer networks. Most recently, Michelle took time away from the financial services industry to start a concierge business focusing on the unique needs of first responders. This opportunity afforded more time to spend with her family and raise her daughter.

Michelle resides in Boston, where she can be found enjoying time on the sidelines cheering on her daughter Sophia during high school sporting events. Her personal priorities include spending time on the beach with friends and family at her residence in York, Maine.

Contact Michelle M. Lally
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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