Scott Purcell
CLU, ChFC, RHU, REBC

Principal
Scott brings over 25 years of experience working directly with high-net-worth individuals and business owners, in coordination with their key advisors, to implement their financial and estate plans. Scott’s ongoing service commitment to his clients is demonstrated through continuous, consistent communication. Regular review meetings are an essential element of his practice.

Because of Scott’s extensive education and concentrated training in the areas of long-term-care planning, annuities and disability income planning for business clients, he is frequently the firm resource for expert knowledge in these fields.

Scott is a graduate of Penn State University where he earned his degree in mathematics. Scott holds professional designations as a Chartered Financial Consultant, a Chartered Life Underwriter, a Registered Health Underwriter, a Registered Employee Benefits Consultant and a Chartered Long Term Care Consultant. Scott is also currently serving on the Board of the Estate Planning Council of Pittsburgh.

Scott’s family time is spent with Nancy, his wife, and their two children. He enjoys both coaching and playing hockey.

Scott’s civic interests include his current Board membership on the Avonworth Hockey Association, former work on the Dollar Energy Fund Board and support of Habitat for Humanity.