Paul Purcell Email & Phone Number
Chief Investment Officer, Wealth and Tax Advisor @ Kiplinger Wealth Advisors
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Paul Purcell Location
- Springboro, OH, US
Paul Purcell Work
- Chief Investment Officer, Wealth and Tax Advisor @ (September 2014 - Present)
- Wealth Advisor @ (January 2012 - September 2014)
- Wealth Advisor @ (January 2008 - December 2012)
- Wealth Advisor @ (January 2005 - December 2008)
- Founder and President @ First Equity Tax Advisors (January 2003 - December 2004)
- Founder and President @ Estate Preservation Group (January 2000 - December 2002)
- Regional Sales Manager @ (January 1991 - December 1999)
Paul Purcell Education
- The University of Findlay
(Business)
1984-1985
Paul Purcell Summary
- Paul Purcell, based in Springboro, OH, US, is currently a Chief Investment Officer, Wealth and Tax Advisor at Kiplinger Wealth Advisors. Paul Purcell brings experience from previous roles at Stratos Wealth Partners, First Allied Securities, Inc., First Financial Planners and First Equity Tax Advisors. Paul Purcell holds a 1984 - 1985 The University of Findlay. Paul Purcell has 1 mobile phone numbers on RocketReach.
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