Who We Are
Donald L. Purtill, President and CEODon has an MBA from the Wharton School, University of Pennsylvania and a bachelor's degree in accounting. He founded Purtill Financial in 2000 and has been providing fee only financial planning, investment advisory and income tax services for individuals and families since then. Prior to that, he was an executive with a Fortune 200 company, a college professor and dean, and an accountant for Ernst & Young. Don is a Certified Public Accountant who holds the Personal Finance Specialist (PFS) designation from the American Institute of CPAs. About 5,000 CPAs have earned this designation nationally. He Is also a Chartered Global Management Accountant (CGMA). He is a Registered Investment Adviser in Ohio and Florida. He is one of about 2,400 members of NAPFA, the National Association of Personal Financial Advisors, the nation's only organization of fee-only financial planners. He holds the FINRA Series 65 Investment Advisor License. His memberships include the American Institute of CPAs, the Ohio Society of CPAs, the American Association of Individual Investors, and the Wharton Club of Northeast Ohio.
Thomas P. Geraci, Investment AdviserTom is a Registered Investment Adviser for Purtill Financial. He holds a bachelor’s degree in finance from Cleveland State University and has 13 years of experience in the financial services industry. Tom joined Purtill Financial in 2006. Tom manages the day to day investment and reporting process at Purtill Financial LLC and provides assistance to clients in preparing financial plans and implementing investment strategies. Tom holds the FINRA Series 65 Investment Adviser License and has completed course work through Boston University for the CFP or Certified Financial Planner credential.
Michael Purtill, Investment AdviserMichael, a Registered Investment Adviser, has a bachelor’s degree from Boston University and 9 years of experience in the financial services industry. Mike helps prepare client investment recommendations and financial plans. Mike joined the firm in 2008. He holds the FINRA Series 65 Investment Adviser License and is registered in the State of Ohio as an Investment Adviser Representative. Mike is currently pursuing the CFP or Certified Financial Planner designation and has completed course work at the College for Financial Planning.
Our main office is located at:
38 Alpha Park
Highland Heights, OH 44143
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Our Southwest Florida location is:
6662 Estero Blvd., Unit 211-B
Fort Myers Beach, FL 33931
Our North Central Ohio location is: