AeroLeads people directory · profile
Max Murphy, Cfp® Email & Phone Number
Client Relationship Manager
at
Murphy Wealth Management
1 work email found
@wmich.edu
1 phone found area 510
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Relationship Manager
Location
Charlotte, North Carolina, United States
Who is Max Murphy, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Max Murphy, Cfp® is listed as Client Relationship Manager at Murphy Wealth Management, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at wmich.edu, phone signal with area code 510, and a matched LinkedIn profile for Max Murphy, Cfp®.
Max Murphy, Cfp® previously worked as Senior Financial Advisor at Lpl Financial and Financial Advisor at Lpl Financial. Max Murphy, Cfp® holds Bachelor'S Degree, Major: Personal Financial Planning / Minor: Psychology from Western Michigan University - Haworth College Of Business.
Company email context
Email format at Murphy Wealth Management
This section adds company-level context without repeating Max Murphy, Cfp®'s masked contact details.
*@wmich.edu
68% confidence
AeroLeads found 1 current-domain work email signal for Max Murphy, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Communication, Teamwork, Team Leadership, Microsoft Office, and 9 others.
Current workplace
Max Murphy, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Max Murphy, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor
Current
Jul 2023 - Present
Financial Advisor
Nov 2022 - Jul 2023
Feb 2022 - Nov 2022
Financial Advisor
Aug 2020 - Feb 2022
Wealth Management Campus Ambassador
Sep 2019 - Feb 2022
Wealth Management Intern
Jun 2019 - Aug 2019
Financial Analyst
Western Michigan University Foundation Student-Managed Investment Fund
Sep 2019 - Dec 2019
Financial Planning Assistant
Zhang Financial
Nov 2017 - Apr 2018
3 education records
Max Murphy, Cfp® education
Bachelor'S Degree, Major: Personal Financial Planning / Minor: Psychology
Western Michigan University - Haworth College Of Business
Bachelor Of Business Administration - Bba, Personal Financial Planning
Western Michigan University - Lee Honors College
Psychology
University College Dublin
FAQ
Frequently asked questions about Max Murphy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Max Murphy, Cfp® work for?
Max Murphy, Cfp® works for Murphy Wealth Management.
What is Max Murphy, Cfp®'s role at Murphy Wealth Management?
Max Murphy, Cfp® is listed as Client Relationship Manager at Murphy Wealth Management.
What is Max Murphy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @wmich.edu for Max Murphy, Cfp® at Murphy Wealth Management.
What is Max Murphy, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 510 for Max Murphy, Cfp® at Murphy Wealth Management.
Where is Max Murphy, Cfp® based?
Max Murphy, Cfp® is based in Charlotte, North Carolina, United States while working with Murphy Wealth Management.
What companies has Max Murphy, Cfp® worked for?
Max Murphy, Cfp® has worked for Murphy Wealth Management, Lpl Financial, Vanguard, Plante Moran, and Western Michigan University Foundation Student-Managed Investment Fund.
How can I contact Max Murphy, Cfp®?
You can use AeroLeads to view verified contact signals for Max Murphy, Cfp® at Murphy Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Max Murphy, Cfp® attend?
Max Murphy, Cfp® holds Bachelor'S Degree, Major: Personal Financial Planning / Minor: Psychology from Western Michigan University - Haworth College Of Business.
What skills is Max Murphy, Cfp® known for?
Max Murphy, Cfp® is listed with skills including Communication, Teamwork, Team Leadership, Microsoft Office, Customer Service, Time Management, Customer Satisfaction, and Self Driven.
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