Nick Purcell is a Paraplanner for Heritage, working under the guidance of Eric Wyss, CFP®, CTFA®, CLU®, AEP®, Director of Financial Planning and Risk Management. Nick will collaborate closely with the other Financial Planners here to develop and create comprehensive financial plans to help those clients reach their financial goals.
Before his current role, Nick was a Registered Assistant for the office of Stacey Spedden-Irrgang, CRPC®, LUTCF, FSCP®. He joined Stacey’s team as an intern in January 2022.
Nick holds his Series 7 and 66 securities licenses and is licensed in Accident and Health Insurance. He is now preparing to sit for his Life and Health Insurance exam and will then begin his studies to take the CERTIFIED FINANCIAL PLANNER™ exam.
Originally from Long Island, New York, Nick now resides in the Federal Hill area of Baltimore. He enjoys playing and watching sports, going to music concerts and being outdoors as much as possible. Nick also loves to give back to his community whenever possible. He has volunteered to clean up neighborhoods, feed the homeless, and participated in the Red Shoe Shuffle for the Ronald McDonald House of Maryland.
- Series 7 & 66 registered
- Accident and Health Insurance licensed
- B.S. Degree in Finance with a minor in Economics, from Towson University