Gabriel Purdy

About Gabriel Purdy

I\'m not just a financial Representative; I\'m your partner on your journey towards financial success. Building and nurturing relationships with each of my clients is my top priority because I believe that genuine connections are essential for providing meaningful and tailored financial guidance. Driven by passion and fueled by a commitment to professionalism, I strive for continuous growth, both personally and professionally, to better serve you. My goal is simple: to earn your trust by delivering not only quality products and services but also a client experience that is enjoyable, productive, and truly transformative. Join me as we embark on this journey together, where your financial goals become our shared mission, and your success is my greatest reward.

Experience

1. Financial Representative

   Rise North Capital

   Mar 2024 — Present · Braintree, MA, US

   Rise North Capital is a financial services organization whose mission is to help individuals, families, and businesses reach their financial goals. We are dedicated to helping our clients prepare for life\'s uncertainties, building and protecting assets and guiding them towards financial independence.Our team of experienced professionals utilizes an all hands on deck approach in creating “tailored strategies” to help meet the unique financial needs and goals of every client. By taking every client through our process, we are able to fully understand their situation and provide customized solutions for insurance and retirement. We pride ourselves on delivering excellence throughout the client experience and strive to make a positive impact in every life we touch.Gabriel Purdy is licensed to sell insurance in MA, RI. An endorsement of this individual may not reflect others’ views or experience. TC14•••••••43

Education

• Assumption University

  Master of Business Administration, Accounting

  2022 — 2023

• Assumption University

  Bachelors Degree, Accounting

  2018 — 2022