Max Murphy, Cfp®

Max Murphy, Cfp® Email and Phone Number

Client Relationship Manager @ Murphy Wealth Management
Charlotte, NC, US
Max Murphy, Cfp®'s Location
Charlotte, North Carolina, United States, United States
Max Murphy, Cfp®'s Contact Details

Max Murphy, Cfp® personal email

Max Murphy, Cfp® phone numbers

About Max Murphy, Cfp®

Max Murphy, Cfp® is a Client Relationship Manager at Murphy Wealth Management. He possess expertise in communication, teamwork, team leadership, microsoft office, customer service and 8 more skills.

Max Murphy, Cfp®'s Current Company Details
Murphy Wealth Management

Murphy Wealth Management

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Client Relationship Manager
Charlotte, NC, US
Max Murphy, Cfp® Work Experience Details
  • Murphy Wealth Management
    Client Relationship Manager
    Murphy Wealth Management
    Charlotte, Nc, Us
  • Lpl Financial
    Senior Financial Advisor
    Lpl Financial Jul 2023 - Present
    San Diego, Ca, Us
  • Lpl Financial
    Financial Advisor
    Lpl Financial Nov 2022 - Jul 2023
    San Diego, Ca, Us
  • Vanguard
    Senior Associate
    Vanguard Feb 2022 - Nov 2022
    Valley Forge, Pa, Us
    Mass affluent financial advisor. Series 7, 63, 65 licensed.
  • Plante Moran
    Financial Advisor
    Plante Moran Aug 2020 - Feb 2022
    Southfield, Michigan, Us
  • Plante Moran
    Wealth Management Campus Ambassador
    Plante Moran Sep 2019 - Feb 2022
    Southfield, Michigan, Us
  • Plante Moran
    Wealth Management Intern
    Plante Moran Jun 2019 - Aug 2019
    Southfield, Michigan, Us
  • Western Michigan University Foundation Student-Managed Investment Fund
    Financial Analyst
    Western Michigan University Foundation Student-Managed Investment Fund Sep 2019 - Dec 2019
  • Zhang Financial
    Financial Planning Assistant
    Zhang Financial Nov 2017 - Apr 2018

Max Murphy, Cfp® Skills

Communication Teamwork Team Leadership Microsoft Office Customer Service Time Management Customer Satisfaction Self Driven Management Bloomberg Phone Communication Responsible Leadership

Max Murphy, Cfp® Education Details

  • Western Michigan University - Haworth College Of Business
    Western Michigan University - Haworth College Of Business
    Major: Personal Financial Planning / Minor: Psychology
  • Western Michigan University - Lee Honors College
    Western Michigan University - Lee Honors College
    Personal Financial Planning
  • University College Dublin
    University College Dublin
    Psychology

Frequently Asked Questions about Max Murphy, Cfp®

What company does Max Murphy, Cfp® work for?

Max Murphy, Cfp® works for Murphy Wealth Management

What is Max Murphy, Cfp®'s role at the current company?

Max Murphy, Cfp®'s current role is Client Relationship Manager.

What is Max Murphy, Cfp®'s email address?

Max Murphy, Cfp®'s email address is ma****@****ich.edu

What is Max Murphy, Cfp®'s direct phone number?

Max Murphy, Cfp®'s direct phone number is (510) 500*****

What schools did Max Murphy, Cfp® attend?

Max Murphy, Cfp® attended Western Michigan University - Haworth College Of Business, Western Michigan University - Lee Honors College, University College Dublin.

What skills is Max Murphy, Cfp® known for?

Max Murphy, Cfp® has skills like Communication, Teamwork, Team Leadership, Microsoft Office, Customer Service, Time Management, Customer Satisfaction, Self Driven, Management, Bloomberg, Phone Communication, Responsible.

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