Ryan’s Approach
Ryan Driscoll
CFP®, MBA
Financial Advisor
Overview
Ryan Driscoll serves as a financial advisor in Savant’s Westwood, Massachusetts, office, where he works closely with individuals and families to help simplify and manage their complex financial lives. He advises clients across the full spectrum of wealth management, integrating investment management with tax, estate, insurance, and philanthropic planning to help families make confident decisions about their wealth today and across generations.
A CERTIFIED FINANCIAL PLANNER® professional, Ryan has experience in wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow and income optimization, insurance analysis, debt management, and education funding.
Ryan grew up in a large, close-knit family on the South Shore of Boston, where his love for the outdoors and interest in business first took root. He managed operations at Fishing the Cape in Harwich, Massachusetts, and taught at the Orvis Saltwater Fly Fishing School, sharing his knowledge with anglers of all experience levels.
Ryan began his career at Boathouse Group in Waltham, Massachusetts, advising companies on strengthening their branding, communications, and marketing strategies. He later joined John Hancock Investment Management, where he held progressively senior roles and ultimately led investment product marketing for the United States intermediary distribution channel. He joined Heritage Financial in 2021 as a paraplanner, later advancing to wealth advisor and senior wealth advisor. In 2026, he joined Savant when Heritage became part of the firm.
Ryan earned a bachelor’s degree in English with a minor in international studies from Boston College, including a semester studying in Ireland that deepened his appreciation for travel and his Irish heritage. He earned his Master of Business Administration (MBA) from Boston College’s Carroll Graduate School of Management.
He lives in West Newton, Massachusetts, with his wife, Meredith. Outside the office, Ryan enjoys skiing, fishing, golfing, traveling, and spending time with family and friends. He also serves on the board of Saint John Paul II Catholic Academy in Dorchester, Massachusetts.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Boston College
Bachelor of Arts in English with a minor in International Studies
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Saint John Paul II Catholic Academy – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.