Morgan Stanley - BP
With nearly two decades in the financial sector, my experience lies in delivering holistic wealth management strategies that seek to address the unique needs of each client. As a member of The 10A Armada Group at Morgan Stanley, my role is to help navigate complex market dynamics, crafting personalized financial plans that seek to empower clients on their journey towards their goals. My mission is to help foster confidence in their financial journey, leveraging my in-depth industry knowledge and steadfast commitment to their long-term goals.
Brenton Tyler Purcell, CPWA | Senior Vice President,
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals.
My Story and Services
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 highly seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.
Personalized Solutions
From buying a home to rolling over your 401(k) to leaving a lasting legacy, we are here to answer your financial questions and implement the best strategies for your specific goals and circumstances. Here are just some of the questions we help our clients answer every day.
Financial Planning
Life is constantly changing. How do I prepare for a more secure future knowing that certain events - like a divorce or death in the family - can dramatically impact my plans?
Asset Organization
I have assets spread across multiple organizations and platforms. How do I get organized and simplify my financial life?
Retirement Planning
Have I saved enough for retirement so I can maintain my current lifestyle without worrying I'll run out of money? What is the best way to re-invest my 401(k) when I get ready to leave my company and retire.
My Process
In today's complex financial landscape, achieving financial security and success requires more than just sound advice; it demands a holistic and personalized approach. I understand that everyone's financial journey is unique, shaped by personal goals, circumstances, and aspirations. My comprehensive financial advisory process is designed to provide tailored strategies and actionable insights that align with your specific needs.
Through ongoing education and clear communication, I ensure you remain informed and confident in your financial strategy. Adhering to the highest standards of ethics and compliance, I strive to build lasting, trust-based relationships with everyone.
Step 1: Discovery & Goal Setting
We'll begin with a thorough discussion to explain and ascertain your needs, wants, and values. It is important to me that we have a thorough understanding of the various facets of your life that affect your financial goals and decisions. Every financial strategy should be unique because everyone is different.
Step 2: Analysis, Strategy & Planning
To conduct a full assessment of your financial situation, I make use of a range of financial planning and risk analysis tools. I'll then implement a comprehensive financial plan that can help you accumulate, safeguard, and transfer wealth in line with your objectives.
Step 3: Implementation
I'll begin implementing the additional techniques we described in your plan once they are in line with your tailored investment strategy.
Step 4: Ongoing Monitoring
My relationship with you is extremely important to me, and I want to keep it that way. I'll communicate with you frequently to provide account updates. Additionally, I'll keep tabs on how well you're doing in achieving each of your objectives and adjust your financial plan as need when your circumstances change.