Murphy is passionate about working with financial advisors and their clients to help meet their family wealth goals. His focus is developing both a personal and professional relationship with financial advisors, working in tandem as a subject-matter expert 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. Murphy primarily works with high-net-worth families, business owners, entertainers and athletes.
Murphy brings 19 years of experience in the financial services industry and has developed and implemented thousands of financial plans for high-net-worth clientele with expertise in wealth conservation and transfer strategies, charitable planning, business succession, estate planning, 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 sales. The consultants of Raymond James Wealth Planning group provide a suite of advice across topics like retirement, estate planning, charitable giving, asset allocation, risk management and tax strategy.
Murphy is a graduate of Florida State University, where he earned a Bachelor of Business Administration. He holds the Series 7 and 66 securities licenses as well as life, health, variable annuity, property and casualty insurance licenses. His designations include Certified Financial Planner™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Chartered Life Underwriter®(CLU®) and Chartered Financial Consultant® (ChFC®).
Murphy lives in St. Petersburg, Florida, with his wife, Carolyn, and their two sons, “MJ” (Murphy Jr.) and Quinn. In his spare time, you can find him on the water – boating, scuba diving and offshore fishing.
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.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with any of the companies mentioned.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James is not affiliated with the above organizations and/or charitable causes.