Wealth Management Priorities

Wealth Management Priorities
Wealth Management Priorities

Prio Wealth Management, a Boston-based firm, ranks No. 19 on the 2024 CNBC Financial Advisor 100 list, having also made the FA 100 list in the previous year.

Total AUM: $3.7B

Years in Business: 36

Accounts Under Management: 1,765

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Principals:

John Bratschi, Managing Partner & Wealth Advisor

Kelly Morgan, Managing Partner, Wealth Advisor & Director of Investments

Jeffrey St. Mary, Managing Partner & Wealth Advisor

Contact:

265 Franklin Street, Suite 2001, Boston, MA 02110

(617) 224-1900

by CNBC.com staff

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