Patrick Purcell
President of Protos Wealth Management

Patrick Purcell is an investment advisor representative of Gradient Advisors, LLC, an SEC registered independent investment advisor, serving customers in Houston, Texas and surrounding communities. Patrick’s mission is to provide local families and businesses with innovative financial strategies and planning that can lead to financial clarity and security.

President of Protos Wealth Management, Patrick has over 17 years of experience in financial services. Recognizing that everyone’s economic and life situation is unique, Patrick focuses on developing comprehensive and custom-tailored financial plans that reflect each client’s financial needs and goals. Once the financial plan is in place, he continues working with his clients to review achievements against stated objectives to help ensure the desired progress is being attained.

Patrick is committed to professionalism and the cooperative development of the financial plan. Once the desired goals are identified, he utilizes his financial knowledge and the use of third-party administrative, analysis, investment product and tax specialists to help provide planning advice designed to take the guess work out of planning for a safe and secure financial future.

Prior to his career in financial planning, Patrick served in the U.S. Navy. Upon completion of his service, he attended the University of Texas at Arlington where he earned a BBA in Finance. His career began in corporate financial management where his knowledge and experience in finance was developed over 10 years.