Mark Purcell, CFP®
Financial Advisor at
Baird
Years of Experience
11 years
Number of Clients
127
Average Client Size
$1,500,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I want my clients to feel comfortable calling me before making an important financial decision. I value being accessible, providing thoughtful advice, and helping them move forward with confidence.
Clientele
My clients include individuals, families, business owners, executives, and professionals with a range of investment and planning needs. Many are building wealth, approaching retirement, navigating a business transition or inheritance, or planning for the next generation.
Services Provided
Investment Management
Estate Planning Strategies
Financial Planning
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
Northwestern University
School of Professional Studies, Financial Planning and Services
Obtained in 2019
University of Notre Dame
Bachelor's degree
Obtained in 2011
Previous Work Experience
The Private Bank
Credit Analyst
2011 - 2014
Advisor Links
Disclosures and Proof of License
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.