William Dion Email & Phone Number
Managing Director, Director of Financial Planning @ Prio Wealth
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William Dion Location
- Boston, MA, US
William Dion Work
- Managing Director, Director of Financial Planning @ (March 2018 - Present)
- Director of Financial Planning @ (February 2018 - Present)
- Vice President and Financial Planning Officer @ (January 2011 - February 2018)
- Certified Financial Planner @ Sage Financial Planning (January 2005 - January 2011)
- Board of Directors @ (January 2007 - January 2009)
- Relationship Manager, Financial Representative @ (January 1995 - January 2004)
William Dion Education
- Boston University 1999-2001
- Framingham State University
Bachelor of Science (Business)
1989-1993
William Dion Summary
- William Dion, based in Boston, MA, US, is currently a Managing Director, Director of Financial Planning at Prio Wealth. William Dion brings experience from previous roles at Seaward Management, Rockland Trust, Sage Financial Planning and Homefield Credit Union. William Dion holds a 1999 - 2001 Boston University. William Dion has 2 emails and 1 mobile phone numbers on RocketReach.
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