Kelly Morgan - Email & Phone Number

Managing Partner, Wealth Advisor at Prio Wealth

Kelly Morgan is based out of Boston, Massachusetts, United States and works at Prio Wealth as Managing Partner, Wealth Advisor.

Kelly Morgan's Contact Information

Kelly Morgan's Work email

k*****@priowe***.com

Valid

Latest update

October 30, 2025

Location

Boston, Massachusetts, United States

Kelly's current employer

Prio Wealth

Description

Prio Wealth is an independent investment management firm headquartered in Boston, Massachusetts. Our experienced portfolio managers work ...

Website

priowealth.com

HQ Location

Boston, Massachusetts, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Prio Wealth

Frequent questions about Kelly Morgan

What company is Kelly Morgan working for?

Kelly Morgan works for Prio Wealth.

What is Kelly Morgan's function at Prio Wealth?

Kelly Morgan is Managing Partner, Wealth Advisor at Prio Wealth.

Where is Kelly Morgan based?

Kelly Morgan is based out of Boston, Massachusetts, United States.

What is Kelly Morgan's work email address?

Kelly Morgan's professional email address is k*****@priowe***.com

Who are Kelly Morgan's co-workers?

Kelly Morgan's colleagues are John Bratschi, William Dion, David Swallow, Jeff Mary, Patricia Melnick, Alanna Spada, Susan Mooney, Robert Devinney, Daniel Coleman, Thomas Woodhouse, Jasmine Burgos, Jennie Chung, Kirsten Daamen, Jillian KotowskI, Mark Valickus, Kristin Bowser, Adrian Ketri, Stephen Petersen.

Kelly's co-workers

John Bratschi

CEO

William Dion

Managing Director, Director Of Financial Planning

David Swallow

Managing Director Trading

Jeff Mary

Managing Director

Patricia Melnick

Administrative Director

Alanna Spada

Managing Director, Wealth Advisor

Susan Mooney

Managing Director, Chief Investment Officer of Fixed Income

Office Administrator/ Compliance Associate

Jennie Chung

Relationship Manager

Kirsten Daamen

Wealth Service Manager

Chief Compliance Officer

Stephen Petersen

Managing Partner, Wealth Advisor

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