Driscoll joined Merrill Lynch Wealth Management in 2010 as a Wealth Management Advisor. Prior to joining the firm he spent 16 years in the investment management industry. He was a Portfolio Manager for 12 years, managing investments for Fortune 500 companies, Endowments, Foundations, Municipalities, and high net worth individuals. Driscoll managed assets at Utendahl Capital Management and JP Morgan Asset Management in New York City, as well as Columbia Management in Boston where he was a Senior Portfolio Manager for 6-years and co-managed the Columbia Core Bond Fund. Driscoll has a Bachelor of Science degree from Babson College, a Chartered Financial Analyst® CFA® designation, as well as a Certified Plan Fiduciary Advisor® certification. He is a member of the Boston Security Analyst Society.
Driscoll is dedicated to providing clients with an institutional money management approach to investing not always available to the individual investor. He works with a select group of affluent clients providing a range of investment and wealth management needs. He establishes deep and valued relationships with clients to truly learn what their needs and goals are. Clients can expect to receive personalized advice to their life needs and access to investment services. Together with his team, Driscoll offers a broad range of services including portfolio construction and management, retirement and educational planning, as well as a full complement of wealth preservation and transfer services.
Driscoll creates customized wealth strategies that are designed to help clients meet their long-term goals. His goal is to manage the risk-return balance through asset allocation and diversification, using investment products to limit the market volatility. Driscoll works closely with clients’ other family advisors, including attorneys and accountants, to focus on the clients’ tax, estate and wealth transfer planning strategies.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
