Grace
Driscoll
Client Service Associate
A senior at Bryant University majoring in financial services, Grace has a strong interest in building a career in financial planning and wealth management. She has firsthand experience with client interactions through her prior role at Fidelity as a client relations intern and plans to pursue Series 7 and Series 63 licenses as part of her professional development.




Grace enjoys traveling, skiing, and playing with her dog, Duke. You also may find her on the tennis court in her free time.
Check Out Our Latest Articles
-

Beyond Tax Season: Tax Planning for High-Net-Worth Families in Arizona
For high-net-worth families in Arizona, tax planning is about much more than filing a return each spring. Taxes touch nearly…
-

What Comes After a Business Sale?
For most entrepreneurs, closing day feels like the finish line. In reality, it’s the starting line for an entirely new…





