Broker Check
Don Purcell, CPA/PFS, CKA®

Don Purcell, CPA/PFS, CKA®

Investment Advisor Representative

Don started his own accounting practice in 1988 and got into financial services after some of his best clients started asking his opinion about investments. As a CPA, Don’s career grew to the point that he transitioned out of accounting completely in 2004 and enjoyed the opportunity to work with companies in the retail industry, serving their executives and managers, many of whom were stock option millionaires. His clients appreciated his background and the fact that he was able to serve them from both a tax and an investment perspective. Don met Jeff Rogers in 2010 when Jeff presented a seminar on the benefits of planned giving to his church. Shortly after that, Don aligned his business with his faith and joined Stewardship Advisory Group as Stewardship Coach.

Don graduated from Drake University (Accounting), has done post-Baccalaureate studies at Harvard University on investment theory and application. He is a Certified Public Accountant, Personal Financial Specialist, and a Certified Kingdom Advisor. Don has served as a volunteer member of the board of directors for the Orlando Jaycees, the Maitland Chamber of Commerce, the Oviedo Chamber of Commerce, and the True North Foundation.

*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC.