Mr. William Dion serves as Managing Director, Director of Financial Planning at Prio Wealth. He 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. He has been in the financial services industry for over 25 years. Prior to joining Prio Wealth in 2018, he was Vice President and Financial Planning Off