William Dion's Location
Boston, MA, US
William Dion's Work
- Managing Director, Director of Financial Planning @ Prio Wealth
- Director of Financial Planning @ Seaward Management is now Prio Wealth!
- Vice President and Financial Planning Officer @ Rockland Trust
- Certified Financial Planner @ Sage Financial Planning
- Board of Directors @ Homefield Credit Union
- Relationship Manager, Financial Representative @ Fidelity Investments
William Dion's Education
- Boston University1999 - 2001
- Framingham State University
Bachelor of Science (Business)
1989 - 1993
William Dion's Summary
William Dion, based in Boston, MA, US, is currently a Managing Director, Director of Financial Planning at Prio Wealth, bringing 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 5 emails and 1 mobile phone number on RocketReach.
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Michelle Lally
Wealth Service Administrator at Prio Wealth
Boston, Massachusetts, United States22
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