Joel Purcell

Joel and Jacki Purcell are a team of 4, with daughters Lyla and Aria. They call the Mariemont neighborhood of Cincinnati home, but have clients all over the country. 

Jacki is a Florida native and Joel grew up in Kentucky. When not helping others with their financial plans, Jacki & Joel enjoy spending time with family and friends and being involved in their church.

They are proud to have helped many achieve financial security, protect their marriages through the development of financial habits created from transparent conversations, and experience the life they were designed to live.

Joel Purcell graduated from the University of Kentucky in 2008 with a degree in finance and marketing, where he was actively involved with Habitat for Humanity. After a brief role as a hospital consultant, he was called to a career that would allow him to directly impact the surrounding community and beyond. Joel joined Northwestern Mutual in 2011, has earned his Series 6 and 63 and is actively working toward his CFP® designation. Together, he and Jacki have merged their practices to serve individuals and families from coast to coast. Joel specializes in long-term and short-term retirement and risk management strategies for business owners, executives, attorneys, and physicians.

Jacki Purcell began her career at Northwestern Mutual as a college intern at the Orlando, FL office. After graduating from the University of Central Florida in 2010, she chose to pursue a full-time career as an advisor and built a successful, diverse practice in the Orlando area. She met her husband, Joel (also a financial advisor), at a Northwestern Mutual’s annual company meeting in 2011. In 2012, she moved to Cincinnati where she quickly rebuilt a second client base and has since grown her practice to serve a wide range of clients nationwide. She has held multiple leadership positions during her career, holds her Series 6, 26, 63, and 65, and is currently a Managing Director in Cincinnati. Jacki specializes in business planning, employee and executive benefits, as well as empowering women to feel confident about their finances. 

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.