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Meet Bill Driscoll of Driscoll Financial in Plymouth

Today we’d like to introduce you to Bill Driscoll.

Bill, can you briefly walk us through your story – how you started and how you got to where you are today.
My business was started in 1989 as a full-service insurance agency. I had wanted to start a business for some time and had recently attained my MBA from Babson College, my employer at the time suffered serious financial difficulties and was forced to lay off 3000 employees including me. So, it seemed like the opportunity had presented itself!

In 1997, I sold the property casualty insurance business and restructured the business into financial services. Three years later, I earned the Certified Financial Planner credential (CFP).

Today, the bulk of my revenues come from financial planning and asset management.

Has it been a smooth road?
Starting a business is not smooth! In addition, to learning and establishing good business practices, I also had to adapt to many changes in the insurance and investment landscape over the years. Deciding in 1997 to sell the property casualty insurance business which comprised the bulk of company revenues was an opportunity, but a big risk.

Subsequently, I decided to add financial planning services on an hourly basis and transition from commission-based to fee-based investment offerings. In 2016, I established Driscoll Financial as an independent Registered Investment Advisor. All of these changes required a lot of administrative effort and changes in marketing practices.

These changes have all paid off so far, but it was far from certain that they would.

We’d love to hear more about your business.
Driscoll Financial is an independent RIA. I offer fee-based financial services including advice, asset management and insurance products.

My structure allows clients in diverse economic situations to seek my help. The willingness to provide advice on an hourly basis with no requirement to purchase a product or place investments under my management allows those starting out or starting over to obtain financial assistance.

Is our city a good place to do what you do?
My client base is spread across eastern Massachusetts. The main office is in Plymouth, but I regularly meet Boston-area clients downtown. I like this arrangement. My overhead is low, and I can enjoy access to both areas.

Contact Info:

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