Clayton Wealth Partners Promotes Eric Purcell, CFP®, to Senior Wealth Advisor

Clayton Wealth Partners is proud to announce the promotion of Eric Purcell, CFP®, to Senior Wealth Advisor. A dedicated team member since 2016, Purcell began his career with the firm as an Associate Wealth Advisor and most recently served as Wealth Advisor. He has continually demonstrated his commitment to delivering exceptional financial guidance and building strong client relationships.

In his new role, Purcell will continue working directly with clients to help them achieve their financial goals while taking on additional responsibilities, including mentoring and training other advisors and staff members. His expanded role reflects the firm’s ongoing commitment to developing its team and enhancing its ability to serve clients.

Barbara Duncan, CFP®, Partner and Senior Wealth Advisor, said the promotion was well-deserved.

“Eric has been an integral part of our team since he started here. His ability to connect with clients on a personal level and guide them through complex financial decisions is remarkable,” she said. “We are excited to see him take on this leadership role and continue making a positive impact on our team and our clients.”

Elizabeth Young, CFP®, Partner and Senior Wealth Advisor, echoed this sentiment: “Eric embodies the values of Clayton Wealth Partners through his dedication, leadership, and passion for helping clients achieve financial peace of mind. His promotion is a testament to his hard work and the trust he has built with both clients and colleagues.”

A Topeka native, Purcell’s passion for financial planning started early. As the son of two financial planners, he grew up immersed in conversations about the importance of sound planning. In addition to the CERTIFIED FINANCIAL PLANNER® certification, he holds a Bachelor and Master of Business Administration from Washburn University

Purcell’s promotion highlights the firm’s focus on cultivating talent from within to help ensure that clients receive personalized guidance to meet their financial aspirations.

Purcell said he was honored to step into his new role.

“It has been a privilege to work with such an incredible team at Clayton Wealth Partners. I take great pride in helping clients make financial planning one of the least stressful parts of their lives,” he said. “I look forward to contributing to the development of our team and continuing to serve our clients at the highest level.”