Education & Background

Education
  • Drake University B.S.B.A (Accounting)
  • Post Baccalaureate studies at Harvard University
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
 
Experience**
  • Serving client in multiple states for over 30 years in areas such as:
  • Financial Planning / Estate Planning / Educational Seminars / Wealth Management / Investments / Executive Planning Services / Deferred Compensation Programs
 
Organizations
  • Chairman, True North Foundation (2009-2010)
  • American Institute of Certified Public Accountants

**Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.-  Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.-  Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

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