Paul M. Purcell
Managing Partner, Financial Advisor
Boston Terrier, Luna
They are highly intelligent, friendly yet can be stubborn at times- volatility. Just like the stock market.
Favorite Date Night:
The District, Circle C
This spot does not get enough credit
Can’t be Interrupted During:
The Cowboys game
Timing - important in sports, not investing
Current Spotify Playlist:
Podcasts, Pearl Jam, Taylor Swift, and Broken Bells!
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., member FINRA/SIPC, is a full service securities broker- dealer and 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. All 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.
Prior to 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, and helped them develop a customized wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms. He also served over seven years as an executive with National Financial Partners. All of Paul’s 25 years have been spent in the financial services industry.
Paul’s passion is consulting with individuals and business owners on how they can expand their financial futures. His practice is focused on building long-term relationships with each of his clients to help them 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 in the Austin I.S.D. They are very involved in their children’s lives. Usually you will see Paul coaching Peyton, 18, Adaline “Adie”, 16, and Landry “Shorty” 6, while Robin is cheering from the stands. Peyton is in his first year in Boulder at the University of Colorado focused on achieving his Finance Degree. Adie, who is a junior at Bowie High School, has her sights on the Soccer World Cup. Landry, a 2nd grader, has started her sporting career in t-ball, gymnastics, basketball, and soccer. Music concerts, golf, fishing, softball, 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.