Murphy 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 Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.