Grace Driscoll

Financial Services Major at Bryant University + CFP Track

Role
Client Service Associate at The Wealth Stewards
Location
Halifax, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Grace Driscoll

I am a senior at Bryant University majoring in Financial Services while studying on the CFP track, with an expected graduation in May 2026. My academic focus and professional experiences reflect my passion for helping others achieve financial confidence and long-term security.As a Fidelity Campus Ambassador, I engage with students at on-campus events, share resources about investing and career opportunities, and connect peers with Fidelity’s financial literacy tools. My previous experience as a Client Relations Intern at Fidelity Investments allowed me to build strong client service skills while assisting with account inquiries, troubleshooting, and presenting a capstone project to leadership on improving onboarding processes.I thrive in roles that combine financial expertise, client engagement, and problem-solving. My goal is to pursue a career as a Certified Financial Planner, where I can make a meaningful impact by guiding individuals and families toward their financial goals-

Experience

  1. Client Service Associate

    The Wealth Stewards

    Feb 2026 — Present · North Attleboro, MA, US

Education

  • Bryant University

    Bachelor's degree, Finance, General

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Grace Driscoll — Client Service Associate at The Wealth Stewards in Halifax, MA, US | Unifers