Professional Experience

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.Our goal is the prudent accumulation and preservation of wealth for ourselves and for our clients. For every client we construct and then implement a strategy addressing their individual financial needs and goals. Helping clients with every aspect of their finances is important to us. People choose our advisory team because we have the ability, commitment and resources to help provide them significant value. Our experience and proficiency in the financial services industry, coupled with Morgan Stanley’s vast resources and reputation for integrity, has enabled us to earn the trust of our clients. Mr. Purcell is a Senior Vice President, Financial Advisor, and Certified Financial Planner™ in the Santa Rosa Morgan Stanley office. Previously with Merrill Lynch for 7 years, he also worked for a Fortune 100 Company based in Santa Rosa for 20 years. Brian earned his MBA in Finance and Real Estate at UC Berkeley and is a Certified Financial Planner™ (CFP®), a designation awarded by the Certified Financial Planner™ Board of Standards, Inc.Brian resides in Sebastopol with his wife, Jan Kahdeman, and their children, Luke and Rita. He is a member of the Sebastopol Sunrise Rotary Club and a supporter of The American Cancer Society and the Redwood Empire Food Bank. Brian is an avid runner and enjoys traveling.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Wealth Management3
  • Sustainable Investing4
  • 401(k) Rollovers
  • Estate Planning Strategies5
  • 529 Plans6
  • Asset Management7
  • Long Term Care Insurance8
  • Professional Portfolio Management9
  • Annuities10
Securities Agent: AZ, CA, CO, FL, HI, IL, MA, MN, NV, NY, OH, OR, UT, VA, WA, WI; Investment Advisor Representative; General Securities Representative
NMLS#: 590678
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Education

  • Series 7 - General Securities Representative
  • Series 66 - Investment Advisory Agent
  • BS with Honors Business with Accounting Emphsis, UC Berkeley, Berkeley CA (1979)
  • MBA Finance with Honors, UC Berkeley Haas School of Business, Berkeley CA (1986)
  • Life & Long Term Care Insurance Licensed (CA #0F50447)

Experience

2014 - Present: Morgan Stanley*
Senior Vice President, Wealth Management
Senior Portfolio Manager
Financial Advisor
Santa Rosa, CA

2006 - 2014: Merrill Lynch
Vice President, Wealth Management
Financial Advisor
Santa Rosa, CA

2000 - 2006: Agilent Technologies
Senior Financial Analyst
Santa Rosa, CA

1986 - 2000: Hewlett Packard
Senior Financial Analyst
Santa Rosa, CA

    Certified Financial Planner, College for Financial Planning, Denver CO (2006)

    Client Service Team

    • Lianne Sussman - Portfolio Associate
      Lianne Sussman has been taking care of clients in the Financial Services industry since 1986.  She is central to the dedicated personal service we provide our clients and is registered with Series 7 and 66 licenses, CA insurance license (OF66450) and maintains her Notary Public.
        
      Lianne manages the operations of our growing wealth management practice to ensure the highest level of service, including personalized client and online support, account administration, help with various Morgan Stanley products/services, plus informative events and workshops.
        
      Lianne maintains her high level of client service and relevance by engaging in ongoing education and participating in industry workshops.  She is a Past Advancement Chair for Boy Scouts of America Troop 121. She enjoys baking, fine art and museums and is an active world traveler.



       

    Location

    3562 Round Barn Circle
    1st Fl
    Santa Rosa, CA 95403
    US
    Direct:
    (707) 524-0517(707) 524-0517
    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact Brian Purcell today.
    Market Information Delayed 20 Minutes
    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.

    7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

    10Annuities are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

    Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

    The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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