Joel Purcell

Financial Advisor at Northwestern Mutual

Role
Financial Advisor at Northwestern Mutual
Location
Cincinnati, OH, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joel Purcell

Over the last 10 years, my wife Jacki and I have witnessed first-hand the need and extreme importance of serving married or soon to be married couples. We believe marriages are protected through the development of financial habits created from transparent conversations.We believe people who have achieved financial security are able to experience the life they were designed to live.We are passionate and serve our clients from the perspective of this core conviction and we are committed to help create specific and wholistic financial plan that no only addresses today\'s needs but tomorrow\'s dreams and desires.

Experience

  1. Financial Advisor

    Northwestern Mutual

    Mar 2011 — Present · Cincinnati Area, US

    We are a married couple that believes marriages are protected though the development of financial habits created from transparent conversations.We believe people who have achieved financial security are able to experience the life they were designed to live.

Education

  • University of Kentucky

    Bachelors

    2004 — 2008

Skills

  • Healthcare Consulting
  • Marketing
  • Training
  • Process Improvement
  • Business Development
  • Customer Service
  • Leadership
  • Customer Relationship Management (Crm)
  • Strategy
  • Project Management
  • Crm
  • Budgets
  • Consulting
  • Time Management

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Joel Purcell — Financial Advisor at Northwestern Mutual in Cincinnati, OH, US | Unifers