William Dion, CFP®

William Dion is a Principal in the Boston office. He is a member of the Wealth Management team and is passionate about helping clients gain clarity and control over their financial lives through active visualization of their unique financial journey, engaging them with expert guidance appropriate for their goals and changing circumstances along the way.

Prior to joining Cerity Partners, Bill was the Managing Director of Financial Planning at Prio Wealth, overseeing the delivery of holistic and customized financial plans reflective of each client’s most important priorities. He has 30 years of diverse experience, beginning at Fidelity Investments, running a solo practice, and at Rockland Trust Investment Management.

Bill enjoys every opportunity to spend time with family and friends at the beach, in the mountains or anywhere in between.