Stan P. Purvis,  CFP<sup>&reg;</sup> - Financial Advisor

Stan P. Purvis, CFP®

CPA,

Wealth Advisor

Buckingham Strategic Wealth

661 Sunnybrook Road, Ste 330
Ridgeland, MS 39157
FINANCIAL ADVISOR'S WEBSITE
(601) 326-1211

General

Stan Purvis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Buckingham Strategic Wealth in Ridgeland, MS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: MS
  • Health/disability insurance: MS
  • Variable annuities: MS

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth

More

Helpful Financial Planning Resources