Daniel R. DriscollDaniel R. DriscollVice PresidentInvestment Associate
"I am focused on helping to identify investment opportunities, developing financial plans and asset allocation models, and providing a superior client service experience for our clients."
About Daniel
Daniel Driscoll is an Investment Associate with J.P. Morgan Wealth Management.
As a member of Fagan, Boshart & Trumbull Wealth Management, he supports the team in providing investment services and guidance to a variety of clients, including high-net-worth individuals and their families, corporate executives and small business owners. Dan is focused on helping to identify investment opportunities, develop asset allocation models, provide wealth planning and a superior client service experience.
Dan graduated from Bentley University with a B.S. in Finance and a minor in Computer Information Systems. He began his wealth management career at J.P. Morgan's headquarters in New York City where he was an investment specialist on the Financial Sponsors team, providing investment advice and trading expertise to founders and principals of private equity firms.
Dan lives in the Seaport area of Boston and in his free time enjoys traveling with family and friends, attending music festivals, and DJing house music. He is also an avid soccer player, having played his entire life as a goalkeeper.
Insights
Wealth Planning
Understanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read Now
Investing
Preserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
Outlook
November 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read Now
Markets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Wealth Planning
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Business
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
Wealth Planning
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Wealth Planning
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowWealth Planning
Understanding life insurance
December 9, 2024Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowInvesting
Preserving your wealth
December 9, 2024Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowOutlook
November 2024 jobs report: 277,000 jobs added, staging a robust rebound
December 9, 2024The November 2024 jobs report reaffirms our view that the Federal Reserve will likely cut interest rates in December, continuing along its recent path.Read NowMarkets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowWealth Planning
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowWealth Planning
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowBusiness
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowWealth Planning
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
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