TOPEKA, Kan.—January 13, 2025—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.”
About Clayton Wealth Partners
Clayton Wealth Partners is one of the oldest fee-only financial planning and investment management firms in northeast Kansas. With offices in Topeka and Lawrence, it provides fiduciary advice to help individuals and families manage their wealth throughout all stages of life, as well as to institutions such as endowments, foundations, and for-profit organizations. Visit the firm’s website at claytonwealthpartners.com.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Contact
Eric Purcell, CFP®
Senior Wealth Advisor
Email: eric@claytonwealthpartners.com
Clayton Wealth Partners
Topeka Office: 716 S. Kansas Ave., Topeka, KS 66603
Lawrence Office: 832 Pennsylvania St., Suite 1005, Lawrence, KS 66044
Phone: (785) 232-3266