Kelly Murphy

Kelly Murphy Email and Phone Number

Director of Advisor Services @ Wealth Enhancement Group
Spring City, PA, US
Kelly Murphy's Location
Spring City, Pennsylvania, United States, United States
Kelly Murphy's Contact Details

Kelly Murphy personal email

n/a
About Kelly Murphy

Self motivated and committed professional with a strong foundation in financial services and leadership. Hard working, results driven and consistently looking for new ways to make a valuable business impact. Effective leadership and communication skills that have allowed me to thrive in management roles within the financial industry.

Kelly Murphy's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Director of Advisor Services
Spring City, PA, US
Kelly Murphy Work Experience Details
  • Wealth Enhancement Group
    Director Of Advisor Services
    Wealth Enhancement Group
    Spring City, Pa, Us
  • Wealth Enhancement Group
    Director Of Advisor Services
    Wealth Enhancement Group Jul 2021 - Present
    Malvern, Pa
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. For a list of states in which our advisors are licensed to do business, please visit http://www.wealthenhancement.com.
  • Hoover Financial Advisors
    Chief Operating Officer
    Hoover Financial Advisors Aug 2013 - Jun 2021
    Malvern, Pa
    Hoover Financial Advisors, PC is passionate in its mission to help provide clients and their families with a secure, comfortable financial future. Working as your partner, HFA’s team of specialists combines objective advice with personalized services, innovative strategies and astute portfolio management. Each financial plan, which is tailor-made to match individual needs and hopes, is carefully monitored to protect assets during volatile economic conditions or family income fluctuations. Company values propel this pledge.Kelly's responsibilities at HFA include:- Compliance- Budgeting- Strategic Planning- Office Management- Human Resources- Marketing- Back office Management
  • Vanguard
    Supervisor
    Vanguard Sep 2010 - Aug 2013
    Malvern, Pa
    - Oversight of the Fund Accounting Fixed Income Fund Analysis Team.- Daily supervision, delegation, management, organization, coaching and development of seven direct reports.- Member of the Fund Financial Services Supervisor Steering Committee- Takes part in, and have responsibility over the daily pricing of Fixed Income Funds
  • Vanguard
    Fund Financial Analyst
    Vanguard Jul 2008 - Sep 2010
    Malvern, Pa

Kelly Murphy Skills

Analysis Management Financial Analysis Mutual Funds Fixed Income Organization Attention To Detail Microsoft Excel Microsoft Access Fund Pricing Fund Analysis Team Leadership Project Management Office Management Regulatory Compliance Strategic Planning Budgeting Marketing

Kelly Murphy Education Details

Frequently Asked Questions about Kelly Murphy

What company does Kelly Murphy work for?

Kelly Murphy works for Wealth Enhancement Group

What is Kelly Murphy's role at the current company?

Kelly Murphy's current role is Director of Advisor Services.

What is Kelly Murphy's email address?

Kelly Murphy's email address is ke****@****ing.com

What schools did Kelly Murphy attend?

Kelly Murphy attended Saint Joseph's University, University Of Delaware.

What are some of Kelly Murphy's interests?

Kelly Murphy has interest in Children, Cooking, Sustainable Living, Gardening, Traveling, Reading And Creating Recipes, Environment, Baking, Food Photography, Poverty Alleviation.

What skills is Kelly Murphy known for?

Kelly Murphy has skills like Analysis, Management, Financial Analysis, Mutual Funds, Fixed Income, Organization, Attention To Detail, Microsoft Excel, Microsoft Access, Fund Pricing, Fund Analysis, Team Leadership.

Not the Kelly Murphy you were looking for?

  • Kelly Murphy

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    Luxury Travel Specialist | Committed To Community, Education & Meaningful Impact | Twin Mom, Eager Gardener & Solid Dive Buddy
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    gmail.com, redcross.org

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    Kansas City, Mo
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    1
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