Bob Driscoll, AI F®
About Bob Driscoll, AI F®
Bob Driscoll serves as the Managing Director at Miracle Mile Advisors in Sausalito, California, where he has worked since 2022. He specializes in tax-advantaged planning and customized investment strategies, with a client base across the West Coast.
Work at Miracle Mile Advisors
Bob Driscoll serves as Managing Director at Miracle Mile Advisors, a registered investment advisory firm located in Sausalito, California. He has held this position since 2022. In his role, he guides clients through tax-advantaged planning and customized investment strategies. Driscoll is part of a team that focuses on providing fiduciary services and has a client base that spans across the West Coast. Miracle Mile Advisors is recognized for its independent and award-winning approach to investment management.
Education and Expertise
Bob Driscoll holds a Bachelor of Arts degree in Economics from Denison University. He has also studied Economics at The University of Western Australia. His educational background supports his expertise in financial planning and investment strategies. Driscoll's experience includes working with pension plans, which enhances his ability to provide tailored financial solutions to clients.
Background
Driscoll's professional career began at Lacrosse Unlimited as a Sales Associate in 2009. He then transitioned to Brown Brothers Harriman, where he worked as a Client Service Supervisor for Mutual Fund Pricing and Accounting from 2010 to 2012. Following this, he joined John Hancock Financial Services, where he held two roles: Tax Analyst for Mutual Funds from 2012 to 2013 and Retirement Plan Sales Associate from 2013 to 2015. This diverse background in finance and client service has contributed to his current role at Miracle Mile Advisors.
Professional Experience
Bob Driscoll has accumulated significant experience in the financial services industry. He worked at John Hancock Financial Services in two capacities, first as a Tax Analyst and later as a Retirement Plan Sales Associate. His role at Brown Brothers Harriman as a Client Service Supervisor provided him with insights into mutual fund pricing and accounting. This extensive experience has equipped him with the skills necessary to manage client relationships effectively and develop customized financial strategies.