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Contact Info

(707) 568-3971
scottswebdev@hotmail.com Linkedin Profile

Servicing Santa Rosa, Petaluma, Rohnert Park, Sebastopol, Windsor. Also servicing all of Sonoma County, Napa County, Mendocino County, Lake County and Marin County.

 

Brian Purcell


Global Wealth Management
90 SOUTH E STREET
Floor GR
SANTA ROSA, CA 95404

Phone: (707) 575-6373
Email: Brian Purcell
Web: Merrill Lynch / Brian Purcell

PROFESSIONAL PROFILE

My Commitment to my Clients and Neighbors:

My business goal is the long-term prudent accumulation of wealth, for my own family and the families of about 150 of our neighbors. For each client I generate and implement a financial plan that addresses their financial needs. Helping my clients with all aspects of their finances is important to me; it is what sets me apart from my competition. As a result of my commitment to my clients, they see me as an important aspect of their lives and refer others to me.

People who choose to have their money professionally managed want an advisor who has the ability, commitment and resources to provide them with significant value, and whom they can trust without reservation. My experience and proficiency in the financial services industry, coupled with Merrill Lynch's vast resources and reputation for integrity and stability, enables me to earn that trust.

I strive to constantly add value to my client relationships. Therefore, I educate my clients in their financial areas of interest for them and their families, providing them the intellectual stimulus for continual improvement in their financial future.

My Background and Education:

I received an MBA from UC Berkeley in Finance and Real Estate. I am also a CPA, and I use this background to minimize tax impacts for my clients. I worked as a Financial Analyst for a Fortune 100 company in Santa Rosa for 20 years. I have completed the Certified Financial Planning program at the College for Financial Planning.

I make my home in Sebastopol, California with my wife, Jan Kahdeman, and our two children, Luke and Rita.

My assistant, Lianne Hannum handles account administration and client relations.

I am involved with the following organizations:

- Sebastopol Chamber of Commerce
- Sonoma County Bike Coalition
- American Cancer Society

 

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Associates Family Associates Friends Associates Hewlett Packard
D. James Royer Music Publication Travis Bunker General Contractor Carolyn Jorgensen Microsoft Excel Pro
Doug Royer Network Engineer Brian Purcell Financial Advisor
Karina Royer Notary Public Doug Royer Network Engineer
Paul Royer WWII Veteran
Shauna Royer Suzuki Piano Lessons

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