William J. Dion, CFP^®

Director, Financial Planning

Prio Wealth

265 Franklin St., 20th Floor
Boston, MA 02110

FINANCIAL ADVISOR'S WEBSITE

www.priowealth.com

(508) 981-1234

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

I personally do not receive fees or commissions associated with any client enagagement. My firm is compensated by some combination of asset based fees, fixed fees, hourly fees, project fees, and/or commissions depending on the service provided.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

William Dion is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prio Wealth in Boston, MA and the surrounding communities.

Financial Advisor Overview

The Rockland Trust Investment Management Division manages over $2.5 billion in client assets as of 2015. The Financial Planning Officer's role is to provide advanced planning services to clients. Depending on the total customer relationship, detailed planning services are offered for a agreed upon fee. That fee may be waived or discounted by investment management fees.

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances