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On the move at Morgan Stanley, Summit State Bank and more ...

  • Brian Purcell, senior vice president and financial advisor at Morgan Stanley's Wealth Management office in Santa Rosa.

Brian Purcell has joined Morgan Stanley’s Wealth Management office in Santa Rosa as a senior vice president and financial advisor. Previously, he served in a similar position at Merrill Lynch, where he worked for seven years, and worked as a financial analyst for Agilent Technologies.

Peggy Wyman has been promoted to vice president and manager of the Summit State Bank branch in Rohnert Park. She has more than 30 years of experience in banking, with similar positions at Sonoma Bank and Bank of the West.

Roxanne Mercer has joined RE/MAX Full Spectrum as an agent in its Healdsburg office. Previously, she worked as a real estate broker at Vanguard Properties.

Brian Montanez has been named manager of the Inn at Sonoma, part of a collection of properties managed by Four Sisters Inn. Previously, he managed the company’s Washington Square Inn in San Francisco and worked in front office and guest service positions at the Kenwood Inn and Spa and Hilton Sonoma Wine Country.

Mandy Alvarado has joined W Real Estate as an agent in its Santa Rosa office. Previously, she worked as a real estate agent at McCormick & Co. and an agent and loan originator at Financial Company of America.


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