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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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William (Bill) Dion, CFP®

Managing Director, Director of Financial Planning

As Director of Financial Planning, Bill leads Prio Wealth’s financial planning services by overseeing the delivery of holistic and customized financial plans that are reflective of our client’s most important priorities. At Prio he works closely with the wealth advisors and relationship managers to gain deep understanding of the inter-related parts of our client’s financial lives, offering expert guidance and actionable strategies appropriate for each client’s unique financial goals.

Bill has been in the financial services industry for over 25 years. Prior to joining Prio Wealth in 2018, Bill was Vice President and Financial Planning Officer at Rockland Trust Investment Management. Bill began his career at Fidelity Investments in a broad range of advisory roles and ran a private practice in his time between the two firms.

He is a graduate of Framingham State University with a Bachelor of Science in Business Administration and is a CERTIFIED FINANCIAL PLANNER®, after completing the program at Boston University. He is active in, and is a former board member of, the Financial Planning Association of Massachusetts.

Bill’s personal priorities include spending as much quality time as possible with his wife, daughter, and son at their home in Hopkinton, Massachusetts. They can often be found on Cape Cod, at youth sporting events, golfing, biking, skiing, and working on landscape projects.

Contact William (Bill) Dion, 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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