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
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What “Liquidity” Really Means in Private Markets — And Why the Industry Needs to Do Better
At the end of March, I was a panelist at the With Intelligence Wealth Partnership Spring Retreat in Washington, DC…
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The Intersection of Exit Planning and Estate Planning
How Exit Planning and Estate Planning Work Together For business owners, two of the most consequential financial plans they will…
