Joel Purcell in

Joel Purcell

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Financial Advisor at Northwestern Mutual
📍 Cincinnati, Ohio, United States

Joel Purcell is a Managing Director and Financial Advisor at Northwestern Mutual, where he co-leads Purcell Financial with his wife, Jacki. A University of Kentucky graduate, he specializes in retirement and risk management for professionals. He was recently named a 2026 Forbes Best-in-State Financial Security Professional for Ohio.

Alongside his wife, Joel is a father to two daughters, Lyla and Aria. He grew up in Kentucky and now resides in Cincinnati, where he is actively involved in his church. He enjoys spending his free time with family and friends, building on his passion for strengthening community ties.

He and his wife have a unique professional mission: to unite marriages and make money a fun topic for couples through transparent financial planning.

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Experience
18 Years
Current Role
Financial Advisor
Location
Cincinnati, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Joel cares about

Marriage and Finance
He and his wife founded their practice with the explicit mission of uniting marriages and strengthening families through transparent financial conversations and coaching.
Family Financial Planning
His work focuses on helping families achieve financial security, covering debt, college expenses, and income replacement to allow them to maintain their lifestyle.
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Career

Work history

3-2011
Financial Advisor
Northwestern Mutual
6-2008 - 1-2011
Revenue Cycle Consultant for Huron Consulting Group
Huron Consulting Group
In the press

Media appearances

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Education
2004 - 2008
Bachelors
University of Kentucky
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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