Meet the Team
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
John T. Driscoll
CA Insurance License #0B72996
President | Private Wealth Advisor
John has worked in the Financial Services industry for the last 25 years. John is committed to providing clients with the highest level of professionalism & personal service. His focus is on customized investment & retirement planning. Once he understands the client's goals, he recommends a suitable investment program and reviews it on an ongoing basis. Whether developing strategies to meet special liquidity needs, accumulating wealth or preserving wealth, his focus always remains on the goals and needs of the client. John has extensive experience with providing Investment Planning & Management Services, Corporate Stock Options, Restricted Stock Transactions & Alternative Investments. John is a proud USAF Veteran. He holds a Bachelor of Business Administration in Marketing from the University of Wisconsin. John currently is President & Private Wealth Advisor of Driscoll Wealth Management, a Registered Representative & Investment Advisor Representative with Equitable Advisors.
John is active with Fellowship of Christian Athletes (FCA), has been involved with the Treasure Valley YMCA & is past President of the Board of Trustees of Olive Crest Abused Children’s Foundation, Orange County, CA. John lives in Denver, CO with his wife of 30 years, Krista. Their daughter, Kelly, is a Medical Sales Reprensentative at Ermi in Austin, TX. John their son, is currently playing NCAA Division 1 Hockey at Sacred Heart University in Connecticut.
Client Centered
Whether you are seeking to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.