Deanna Purvis

Financial Advisor

CFP®

A life-long resident of the Cincinnati area, Deanna holds Bachelor of Science degrees in both Financial Services and in Finance from Ohio's Wright State University, has earned an associate degree in Human Resource Management, and is a CERTIFIED FINANCIAL PLANNER™ professional. An avid runner, she spends her free time volunteering as a fundraiser for numerous local charity events and animal rescue organizations. Deanna Purvis lives with her husband in the Loveland area of northeast Cincinnati.

Latest Insights


The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

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The Myth of Market Timing: How Emotional Investing Can Lead to Poor Outcomes

Is your ‘gut’ in charge of making investing decisions for you? Here’s why that’s a bad strategy.

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The Top 6 Tax Planning Mistakes High-Net-Worth Investors Make (And How to Avoid Them)

Explore some of the most common tax planning missteps high-net-worth investors face—and discover strategies for optimizing your wealth.

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