Nick Purcell, CFP^®, is a Paraplanner at Heritage Financial Consultants, LLC, working under the guidance of Eric Wyss, CFP^®, CLU^®, AEP^®, Director of Financial Planning and Risk Management. In his role, Nick collaborates closely with the firm’s Financial Planners to develop comprehensive financial plans that support clients in achieving their long-term goals.

Nick began his career at Heritage in January 2022 as an intern while completing his B.S. in Business Administration with a concentration in Finance and a minor in Economics from Towson University. He went on to serve as a Registered Admin for the office of Stacey Spedden-Irrgang, CRPC^®, LUTCF^®, FSCP^®, before transitioning into his current role.

A proud CERTIFIED FINANCIAL PLANNER^® professional, Nick holds the Series 7 and Series 66 securities registrations, along with Life, Accident, and Health Insurance licenses. His credentials reflect his strong foundation in holistic financial planning and his commitment to continued professional development.

Originally from Long Island, New York, Nick now lives in the Federal Hill neighborhood of Baltimore. Outside of work, he enjoys playing and watching sports, attending live music events, and spending time outdoors. He is also passionate about giving back to his community, regularly volunteering for causes such as neighborhood cleanups, feeding the homeless, and participating annually in the Red Shoe Shuffle to support the Ronald McDonald House Charities of Maryland.