Gina Parissi, The Haverford Trust Company

Gina Parissi, CFP®

Senior Wealth Planner

Ms. Gina Parissi joined Haverford in 2021. Gina has over a decade of experience in the wealth management industry. As a Senior Wealth Planner, she works with clients and their Portfolio Managers in building customized wealth plans based on the clients’ financial situations and goals. Gina also provides pro bono financial planning services through the Foundation for Financial Planning.

Contact Information

484.253.6362

Certifications & Education

M.S. in Taxation, Thomas Jefferson University

B.A., Arcadia University

CERTIFIED FINANCIAL PLANNER™ Professional

Previous Experience

Associate Advisor
Mill Creek Capital Advisors

Assistant Vice President & Wealth Strategist
Hawthorn PNC Family Wealth

Associate Banking Advisor
PNC Wealth Management

Affiliations and Memberships

Member
Philadelphia Estate Planning Council

Member
Women in Investing