Joseph Purcell is a CFP® with 16 years of experience in the financial services industry. He has worked at Merrill Lynch and Bank of America before joining Wissahickon Wealth Management LLC in 2017. He holds a Series 66 license and is based in Philadelphia, PA. Wissahickon Wealth Management LLC is a small advisory firm serving individuals, affiliated trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and employs a discretionary, fundamental security-selection approach to portfolio management.

Julie Purcell is a financial advisor at Wissahickon Wealth Management LLC with nine years of industry experience. She holds a Series 65 designation and has worked at Wissahickon Wealth Management since 2017. In addition to her advisory role, she is involved with Vistar Media, a software company, where she manages administrative tasks and event logistics. Wissahickon Wealth Management serves individuals, affiliated trusts, charitable organizations, and businesses, focusing on wealth planning, financial planning, and asset management. The firm emphasizes planning around major life transitions and manages discretionary portfolios tailored to client objectives using a fundamental security-selection approach.

Tony Tran is a financial advisor with Wissahickon Wealth Management LLC in Philadelphia, holding Series 63 and Series 66 registrations and 17 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2015 to 2022. Wissahickon Wealth Management LLC serves individuals, trusts, charitable organizations, and businesses with wealth planning, financial planning, and asset management services. The firm focuses on major life transitions and manages portfolios internally with a fundamental security-selection approach, offering discretionary investment management tailored to client objectives.