SANTA ROSA, CA, June 27, 2014 – Morgan Stanley announced today that Brian Purcell has joined the firm’s Wealth Management office in Santa Rosa at 3562 Round Barn Circle as a Senior Vice President, Financial Advisor, and CERTIFIED FINANCIAL PLANNER™.
Formerly with Merrill Lynch for 7 years, Mr. Purcell is a native of Marin County. He earned his MBA from UC Berkeley in Finance. Brian currently lives in Sebastopol with his wife, Jan Kahdeman, and their children, Luke and Rita.
Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking and lending, cash management, annuities and insurance, retirement and trust services.
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Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, institutions and individuals from more than 1,200 offices in 43 countries. For further information about Morgan Stanley, please visit www.morganstanley.com.
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