Brian Purcell is a Certified Financial Planner with Morgan Stanley Brian's integrity and commitment to his clients' needs are an integral part of the Investment Services philosophy. Individual attention is key to his practice, as no two clients' goals, dreams, or needs are the same. My goal is the prudent accumulation and preservation of wealth for our clients. For every client I construct and then help them implement a customized strategy seeking to achieve their individual financial needs and goals. Helping clients with every aspect of their finances is important to me and helps to set me apart from our competition. People choose my practice because we have the ability, commitment and resources to help provide them significant value. My experience and proficiency in the financial services industry, coupled with Morgan Stanleys vast resources and reputation for integrity has enabled me to earn the trust of my clients. Mr. Purcell has been employed with the Santa Rosa Branch of Morgan Stanley since June 2014. Previously with Merrill Lynch for 7 years. He also worked for a Fortune 100 Company based in Santa Rosa for 20 years. Brian received his MBA from UC Berkeley in Finance and Real Estate and earned the CFP designation awarded by the Certified Financial Planner Board of Stands, Inc. Brian resides in Sebastopol with his wife, Jan Kahdeman and their children Luke and Rita. He is member of the Sebastopol Sunrise Rotary Club and a supporter of The American Cancer Society. Brian is an avid runner, cyclist and enjoys travelling. Brian is licensed in the state of California to represent all securities products, as well as life, long-term care, disability, and health insurance offerings. His services include pre and post-retirement planning, college savings plans, and portfolio review and analysis, including asset allocation strategies. 