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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

Robert L. Devinney, CFP®, ChFC®

Relationship Manager

As a Relationship Manager at Prio Wealth, Rob maintains a consistent line of communication with clients, prospects, Prio Wealth advisors, and business partners to ensure all client needs are exceeded. At Prio, he also implements and delivers financial plans, executes on all account maintenance requests, and collaborates with his team to onboard new and existing clients. Rob joined Prio Wealth in 2019, and has enjoyed his journey through the world of financial services over the past 11 years.

Prior to joining Prio Wealth, Rob was a Relationship Manager at Fidelity Investments in Boston’s Back Bay office. He began his career in financial services working in information security at Commonwealth Financial Network.

He is a graduate of Northeastern University with a Bachelor of Science in Economics. He obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2017, and his Chartered Financial Consultant designation in 2022.

Rob resides in Needham, Massachusetts with his wife, daughter, and dog. His personal priorities include cooking, eating out, golfing, and watching sports.

Contact Robert L. Devinney, CFP®, ChFC®
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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