Regional Director of Business Development Paul Purcell is in charge of 1st Global’s business development efforts in Texas, Oklahoma, Arkansas, Louisiana, New Mexico and Mississippi. Paul consults with large multi-partner tax, accounting and legal firms that currently offer financial services as part of their practice, and helps them develop a comprehensive wealth management focus that utilizes state-of-the-art technologies and sophisticated management platforms. He also consults with professional firms that are considering adding financial services to their menu of service offerings.
Prior to joining 1st Global, Paul worked at NFP Securities as a vice president in charge of NFP’s Recruiting, Transitions and Firm Integration divisions. Paul has 14 years of industry experience working with companies such as H.D. Vest and Dain Rauscher.
Paul received a Bachelor of Business Administration in Finance from Texas Tech University. He is a registered representative who has passed the FINRA Series 7, 24, 63 and 65 examinations and holds the Group 1 Life and Health Insurance License. |
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