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
- 2014 -now Chief Investment Officer, Wealth and Tax Advisor @
- 2012 -2014 Wealth Advisor @
- 2008 -2012 Wealth Advisor @
- 2005 -2008 Wealth Advisor @
- 2003 -2004 Founder and President @ First Equity Tax Advisors
- 2000 -2002 Founder and President @ Estate Preservation Group
- 1991 -1999 Regional Sales Manager @
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 emails and 1 mobile phone numbers on RocketReach.
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