Pet:
Boston Terrier, Luna
They are highly intelligent and friendly, yet can be stubborn at times- volatility, just like the stock market.
Favorite Date Night:
Salt Traders
This spot does not get enough credit
Can’t be Interrupted During:
The Cowboys or Rangers game
Timing - important in sports, not investing
Current Spotify Playlist:
Podcasts, Pearl Jam, Tyler Childers, Leon Bridges, Taylor Swift, Bob Moses, and Noah Kahan!
Diversified. Just like our portfolios
Best Happy Hour:
Moonshine Grill, Downtown
Suitable for a bear or bull market
Best Tacos in Austin:
Pacos Tacos, E 51st
May result in inflation of the stomach
Favorite Golf Course:
Grey Rock, Circle C
A great place to form bonds
Paul M. Purcell is engaged by clients to act as their primary financial advisor. He is a Financial Consultant with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a full-service securities broker-dealer, and Cetera Investment Advisers LLC is a registered investment adviser. Services provided include financial planning, investment management, brokerage services, and insurance.
After graduating from Texas Tech University in 1995 with a Bachelor of Business Administration in Finance, Paul entered the financial services industry as an investment advisor in Dallas. Throughout Paul’s career, his emphasis has focused on consulting with and providing advice to financial service and wealth management business owners and individuals to help secure their financial security.
Before joining Cetera Advisor Networks LLC., a majority of his work focused on consulting with large multi-partner tax, accounting, and legal firms that currently offer financial services as part of their practice. He also served for over seven years as an executive with National Financial Partners. All of Paul’s 30 years have been spent in the financial and investment industry.
In an ever-evolving financial landscape, Paul's commitment to staying at the forefront of industry trends, regulatory changes, and technological advancements ensures that his clients receive cutting-edge advice and solutions. He believes that by fostering enduring long-term relationships built on trust, transparency, and integrity, he empowers his clients to achieve their financial objectives, retire with dignity, and keep the promises they have made to their loved ones.
Paul and his wife, Robin, have three beautiful children. Robin is a 3rd-grade teacher at Barton Hills Elementary and has taught for over 20 years in Austin I.S.D. Peyton, 22, Adaline “Adie”, 20, and Landry “Shorty”, 11. Peyton recently graduated from the University of Colorado and is now working with Fidelity Investments in the DFW area. Adie is an economics major at the University of Arizona. Landry, a 6th grader, spends her time outside of school in soccer, gymnastics, and horseback riding. Music concerts, golf, BBQ, baseball, and attending sporting events are their favorite activities when there is a free moment. Paul is also the President of the South Austin Little League, which is the oldest Little League in the state of Texas!
Pet:
Favorite Date Night:
Can’t be Interrupted During:
Current Spotify Playlist:
Best Happy Hour:
Best Tacos in Austin:
Favorite Golf Course: