Deb Purcell partners with her clients in a fiduciary capacity to address concerns and chart a financial path toward their goals. Drawing on her own life experiences, Deb is especially passionate about helping women in transition and families with children who have special needs find confidence and clarity when planning for their futures. Her specialties include:
- Retirement planning
- Special needs planning
- Education funding
- Loss of a spouse
- Effective charitable giving
Deb is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Special Needs Consultant™. She earned her MBA and a BA in Economics, both from The University of Michigan. She holds FINRA licenses Series 7 and Series 66, along with her state Life, Accident & Health, Long Term Care insurance and Variable Annuities licenses.
Deb is an avid traveler with a special interest in foreign exchange, cooking and yoga. She and her husband, Joe, have raised two sons and are long-time Ann Arbor residents.