Vice President | Senior Wealth Strategist At Pnc Private Bank
Current
Dec 2022 - Present
AeroLeads people directory · profile
J. Daniel Murphy, J.D., Cfp®, Cepa® Email & Phone Number
Vice President | Senior Wealth Strategist at PNC Private Bank
at
PNC
1 work email found
@fmr.com
1 phone found area 888
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President | Senior Wealth Strategist at PNC Private Bank
Location
Andover, Massachusetts, United States
Who is J. Daniel Murphy, J.D., Cfp®, Cepa®? Overview
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Quick answer
J. Daniel Murphy, J.D., Cfp®, Cepa® is listed as Vice President | Senior Wealth Strategist at PNC Private Bank at PNC, based in Andover, Massachusetts, United States. AeroLeads shows a work email signal at fmr.com, phone signal with area code 888, and a matched LinkedIn profile for J. Daniel Murphy, J.D., Cfp®, Cepa®.
J. Daniel Murphy, J.D., Cfp®, Cepa® previously worked as VP | Sr. Wealth Manager at Bny Mellon Wealth Management and SVP | Private Wealth Advisor at Citizens Private Wealth Management at Citizens Bank. J. Daniel Murphy, J.D., Cfp®, Cepa® holds Juris Doctor from Massachusetts School Of Law.
Company email context
Email format at PNC
This section adds company-level context without repeating J. Daniel Murphy, J.D., Cfp®, Cepa®'s masked contact details.
*@fmr.com
68% confidence
AeroLeads found 1 current-domain work email signal for J. Daniel Murphy, J.D., Cfp®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About J. Daniel Murphy, J.D., Cfp®, Cepa®
Thank you for visiting my page! I am a Senior Wealth Strategist, attorney, CFP® Professional and CEPA® experienced in helping high-net-worth families achieve successful outcomes by developing planning solutions that integrate their family, financial, tax, and estate planning objectives into one cohesive plan.
Listed skills include Estate Planning, Financial Services, Wealth Management, Wealth Management Services, and 24 others.
Current workplace
J. Daniel Murphy, J.D., Cfp®, Cepa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 26 years
J. Daniel Murphy, J.D., Cfp®, Cepa® work experience
A career timeline built from the work history available for this profile.
Vp | Sr. Wealth Manager
May 2018 - Nov 2022
Svp | Private Wealth Advisor At Citizens Private Wealth Management
Jun 2015 - May 2018
Wealth Strategies Advisor - Estate Planning
Bainco International Investors
Jun 2014 - May 2015
Director - Estate Planning
Dec 2007 - Jun 2014
Director - Product Management
May 2005 - Dec 2007
Assistant Vice President
Mar 2004 - May 2005
Implementation Consultant
2001 - 2004
~3 yrs
2 education records
J. Daniel Murphy, J.D., Cfp®, Cepa® education
Juris Doctor
Massachusetts School Of Law
B.A., Political Science, Law & Economics
Assumption University
FAQ
Frequently asked questions about J. Daniel Murphy, J.D., Cfp®, Cepa®
Quick answers generated from the profile data available on this page.
What company does J. Daniel Murphy, J.D., Cfp®, Cepa® work for?
J. Daniel Murphy, J.D., Cfp®, Cepa® works for PNC.
What is J. Daniel Murphy, J.D., Cfp®, Cepa®'s role at PNC?
J. Daniel Murphy, J.D., Cfp®, Cepa® is listed as Vice President | Senior Wealth Strategist at PNC Private Bank at PNC.
What is J. Daniel Murphy, J.D., Cfp®, Cepa®'s email address?
AeroLeads has found 1 work email signal at @fmr.com for J. Daniel Murphy, J.D., Cfp®, Cepa® at PNC.
What is J. Daniel Murphy, J.D., Cfp®, Cepa®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 888 for J. Daniel Murphy, J.D., Cfp®, Cepa® at PNC.
Where is J. Daniel Murphy, J.D., Cfp®, Cepa® based?
J. Daniel Murphy, J.D., Cfp®, Cepa® is based in Andover, Massachusetts, United States while working with PNC.
What companies has J. Daniel Murphy, J.D., Cfp®, Cepa® worked for?
J. Daniel Murphy, J.D., Cfp®, Cepa® has worked for Pnc, Bny Mellon Wealth Management, Citizens Bank, Bainco International Investors, and Fidelity Investments.
How can I contact J. Daniel Murphy, J.D., Cfp®, Cepa®?
You can use AeroLeads to view verified contact signals for J. Daniel Murphy, J.D., Cfp®, Cepa® at PNC, including work email, phone, and LinkedIn data when available.
What schools did J. Daniel Murphy, J.D., Cfp®, Cepa® attend?
J. Daniel Murphy, J.D., Cfp®, Cepa® holds Juris Doctor from Massachusetts School Of Law.
What skills is J. Daniel Murphy, J.D., Cfp®, Cepa® known for?
J. Daniel Murphy, J.D., Cfp®, Cepa® is listed with skills including Estate Planning, Financial Services, Wealth Management, Wealth Management Services, Mutual Funds, Series 7, Securities, and Retirement.
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