Daniel R. DriscollDaniel R. DriscollVice PresidentInvestment Associate
About Daniel
Daniel Driscoll is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
As a Relationship Manager and the Director of Investments for 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 managing client relationships while helping to identify investment opportunities, develop asset allocation models, executing portfolio rebalances, and providing 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 within the Financial Sponsors Group, where he provided 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 electronic music events, and going to car races with his dad and brother. He is also an avid house music DJ, frequently playing across venues in Boston and New York.
Insights
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowLosing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowAsset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowCredit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowShould you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now