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.