Stuart McLeod Purcell III

Background

III, Stuart McLeod Purcell was born on February 16, 1944 in Santa Monica, California, United States. Son of Stuart McLeod Junior and Carol (Howe) P.

Education

Associate of Arts, Santa Monica City College, 1964; Bachelor of Science, California State University, Northridge, 1967; graduate, Certified Public Accountant Advanced Personal Finance Planning Curriculum, San Francisco, 1985.

Career

Senior accountant, Pannell Kerr Forster, San Francisco, 1970-1973; finance consultant, Purcell Finance Services, San Francisco, 1973-1974; finance consultant, Purcell Finance Services, San Rafael, California, 1980-1981; controller, Decimus Corporation, San Francisco, 1974-1976; controller, Grubb & Ellis Company, Oakland, California, 1976-1978; controller, Marwais Steel Company, Richmond, California, 1979-1980; owner, finance counselor, Purcell Wealth Management, San Rafael, since 1981. Guest lecturer Golden Gate U., San Francisco, since 1985. Leader educational workshops, Larkspur, California, 1984.

Speaker Commonwealth Club California, 1989,91.

Achievements

• Stuart McLeod Purcell III has been listed as a noteworthy Financial planner by Marquis Who's Who.

Membership

Treasurer Salvation Army, San Rafael-San Anselmo-Fairfax, California, since 1987;chairman finance planners division United Way Marin County, California, 1984. Mem.fundraising committee Marin County March of Dimes, since 1987, Marin County Arthritis Foundation, since 1988. Member Marin Estate Planning Council.

Served tolt. (junior grade) United States Naval Reserve, 1968-1976. Member AICPA, California Society Certified Public Accountants, National Speakers Association, International Association for Finance Planners (executive director North Bay chapter, San Francisco 1984), International Society Pre-Retired Planners, Society Certified Public Accountant-Finance Planners (district membership chairman San Francisco 1986), Registry Finance Planning Practitioners, Sigma Alpha Epsilon.

Interests

• Avocations: travel, auto racing, skiing, gardening.

Connections

Father:

Stuart McLeod P. Junior

Mother:

Carol (Howe) P.