Brian Purcell

CFP, Senior Vice President, Financial Advisor, Senior Portfolio Manager

Contact Me
Brian Purcell

MY MISSION STATEMENT

Helping clients like you achieve all of your retirement and investing goals

My Story and Services

Professional Experience

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Our goal is the prudent accumulation and preservation of wealth for ourselves and for our clients. For every client we construct and then implement a strategy addressing their individual financial needs and goals. Helping clients with every aspect of their finances is important to us. People choose our advisory team because we have the ability, commitment and resources to help provide them significant value. Our experience and proficiency in the financial services industry, coupled with Morgan Stanley’s vast resources and reputation for integrity, has enabled us to earn the trust of our clients.

Mr. Purcell is a Senior Vice President, Financial Advisor, and Certified Financial Planner™ in the Santa Rosa Morgan Stanley office. Previously with Merrill Lynch for 7 years, he also worked for a Fortune 100 Company based in Santa Rosa for 20 years. Brian earned his MBA in Finance and Real Estate at UC Berkeley and is a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner™ Board of Standards, Inc.

Brian resides in Sebastopol with his wife, Jan Kahdeman, and their children, Luke and Rita. He is a member of the Sebastopol Sunrise Rotary Club and a supporter of The American Cancer Society and the Redwood Empire Food Bank.
 Brian is an avid runner and enjoys traveling.

Access to Private Banking >

Services Include

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Sustainable Investing
  • 401(k) Rollovers
  • Estate Planning Strategies
  • 529 Plans
  • Asset Management
  • Long Term Care Insurance
  • Professional Portfolio Management
  • Annuities

Securities Agent: AZ, CA, CO, IL, NV, OR, RI, UT; General Securities Representative; Investment Advisor Representative

NMLS#: 590678
CA License#: 0F50447


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 3562 Round Barn Circle 1st Fl
  • Santa Rosa, CA 95403


    Client Service Team

    Client Service Team

    Lianne Sussman

    Portfolio Associate


    Lianne Sussman has been taking care of clients in the Financial Services industry since 1986.  She is central to the dedicated personal service we provide our clients and is registered with Series 7 and 66 licenses, CA insurance license (OF66450) and maintains her Notary Public.
      
    Lianne manages the operations of our growing wealth management practice to ensure the highest level of service, including personalized client and online support, account administration, help with various Morgan Stanley products/services, plus informative events and workshops.
      
    Lianne maintains her high level of client service and relevance by engaging in ongoing education and participating in industry workshops.  She is a Past Advancement Chair for Boy Scouts of America Troop 121. She enjoys baking, fine art and museums and is an active world traveler.



     

    Education

    Education

    • Certified Financial Planner, College for Financial Planning, Denver CO (2006)
    • Series 7 - General Securities Representative
    • Series 66 - Investment Advisory Agent
    • BS with Honors Business with Accounting Emphsis, UC Berkeley, Berkeley CA (1979)
    • MBA Finance with Honors, UC Berkeley Haas School of Business, Berkeley CA (1986)
    • Life & Long Term Care Insurance Licensed (CA #0F50447)

    Experience

    Experience

    2014 - Present: Morgan Stanley*
    Senior Vice President, Wealth Management
    Senior Portfolio Manager
    Financial Advisor
    Santa Rosa, CA

    2006 - 2014: Merrill Lynch
    Vice President, Wealth Management
    Financial Advisor
    Santa Rosa, CA

    2000 - 2006: Agilent Technologies
    Senior Financial Analyst
    Santa Rosa, CA

    1986 - 2000: Hewlett Packard
    Senior Financial Analyst
    Santa Rosa, CA

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Ready to start a conversation? Contact Brian Purcell today.

    Dow    158.80

    26405.76
    4:20PM

    Nasdaq    -6.07

    7950.04
    4:35PM

    S&P 500    3.64

    2907.95
    4:20PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures