Murphy Bradshaw,
CFP®, CPW®, ChFC®, CLU® Wealth Management Consultant Wealth Planning, Global Wealth SolutionsMurphy is passionate about working with financial advisors and their clients to help meet their family wealth goals. He strives to develop both a personal and professional relationship with financial advisors and be viewed as a valued member of their extended team. As a Wealth Management Consultant, Murphy works collaboratively with financial advisors to oversee a comprehensive process to help clients articulate their goals and dreams, provide suggestions on strategies, create a timeline for implementation and assist them with follow through.
Over his career Murphy has developed and implemented thousands of financial plans for High-Net-Worth clientele developing expertise in: wealth conservation and transfer strategies, charitable planning, business disposition, tax strategy and more. Prior to joining Raymond James and as a Consultant at UBS he served nine separate branches along the Gulf Coast of Florida focusing on individuals with high-net-worth. Murphy also brings prior experience as a wholesaler from Bankers Financial Corporation where he was the Vice President and Director of Annuity Sales. Murphy is a graduate of Florida State University where he earned a Bachelors in Business. He holds the Series 7 and 66 securities licenses; Life, Health, Variable Annuity, Property, and casualty insurance licenses. His designations include:
Murphy lives in St. Petersburg, FL with his wife Carolyn and their son “MJ” (Murphy Jr.) In his spare time he spends his time on the water- Scuba diving, boating, and offshore fishing.
"Investment Management Consultants Association® (IMCA®) is the owner of the certification marks "CPWA®" and "Certified Private Wealth Advisor®". Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.