Brian Murray Email & Phone Number

Brian Murray is a Director and Client Relationship Manager at Winged Keel Group. In this role, Brian works with affluent clients and their advisors to structure and implement life insurance and annuity portfolios, including Traditional and Private Placement Life Insurance (PPLI). He specializes in helping institutional advisors leverage life insurance for their clients’ wealth transfer, estate planning, and business continuity needs.Brian began his career focusing on long-term care planning and estate planning with a prominent life insurance company before transitioning to become a life insurance brokerage manager, working closely with high-end traditional life insurance agents. In 2005, Brian joined a New York-based insurance company as an account executive, partnering with advisors of national financial institutions to offer life insurance solutions to their clients. Two years later, he was recruited by Merrill Lynch to serve as their in-house Wealth Structuring Specialist for Pennsylvania, Delaware, South Jersey, and Maryland, collaborating with approximately 600 advisors to provide expertise on charitable, business, and wealth transfer planning.In 2014, Brian left this role to help start an RIA firm, where he served as the director of Wealth Structuring and Business Advisory Services. While working with the RIA's clients, Brian continued to nurture relationships with advisors he had connected with throughout his career. This eventually led to the launch of his own firm, Allegiance Insurance Wealth Structuring, LLC, in January of 2018.Throughout his career, Brian has emphasized the importance of letting the plan guide the outcome, and he believes in working closely with financial advisors to ensure that the wealth they help create for their clients is protected and aligned with their long-term goals.Brian is a graduate of York College of Pennsylvania with a BS in Marketing and holds a Health and Life license as well as Series 6 and 63 securities registrations. He resides in Phoenixville, Pennsylvania and enjoys coaching lacrosse as well as golfing, skiing, and snowboarding with his wife and three children.

Listed skills include Retirement Planning, Wealth Management, Fixed Annuities, Series 7, and 5 others.