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Max Murphy Email & Phone Number

Investment Consultant at Desert Financial Wealth Management
Location: Scottsdale, Arizona, United States 11 work roles 2 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Desert Financial Wealth Management
Role
Investment Consultant
Location
Scottsdale, Arizona, United States
Company size
1018 employees

Who is Max Murphy? Overview

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Quick answer

Max Murphy is listed as Investment Consultant at Desert Financial Wealth Management, a with 1018 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Max Murphy.

Max Murphy previously worked as Financial Consultant at Equitable Advisors and Real Estate Agent at Coldwell Banker. Max Murphy holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Northern Arizona University.

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Desert Financial Wealth Management

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Profile bio

About Max Murphy

I am an investment consultant at Desert Financial Wealth Management driven by the rewarding feeling of helping people find opportunities to grow and establish financial independence. I do this through investment expertise, strategic planning, and building genuine relationships. Looking forward to connecting with you!Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, and are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. Desert Financial Wealth Management and Desert Financial Credit Union are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment Advisory services offered through Raymond James Financial Services Advisors, Inc. Please follow this link to Important Disclosure Information: ttp://raymondjames.com/smicd.htm

Current workplace

Max Murphy's current company

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Desert Financial Wealth Management
Desert Financial Wealth Management
Investment Consultant
Scottsdale, AZ, US
Website
desertfinancial.com
Employees
1018
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11 roles

Max Murphy work experience

A career timeline built from the work history available for this profile.

Investment Consultant

Current
Desert Financial Wealth Management

Phoenix, Arizona, United States

I provide wealth management services to clients via expertise in financial industry and through knowledge and familiarity with the myriad of products available to help meet clients' objectives and needs.

Oct 2024 - Present

Financial Consultant

Equitable Advisors

Scottsdale, Arizona, United States

I assist individuals and business owners with improving their financial well-being via holistic planning, professionally-managed portfolios, life insurance production, and establishing retirement accounts.

Jun 2024 - Oct 2024

Real Estate Agent

Coldwell Banker

Flagstaff, Arizona, United States

As a Realtor® working for Coldwell Banker Northland. I proudly represented people when it came to their real estate needs, primarily in northern Arizona.

Apr 2023 - Jul 2024

Player Services / Caddy

Forest Highlands Golf Club

Flagstaff, Arizona, United States

Providing positively outrageous service to high-net worth clientele as a player service lead on the golf team. Recruited and trained 7 new employees to join the team for the 2024 season.

Apr 2023 - Jun 2024

Leasing Agent

Cardinal Group Management

Flagstaff, Arizona, United States

Used my knowledge of Arizona real estate statutes and Fair Housing Laws to build the trust of 814 residents and several commercial tenants to provide them with solutions to any and every issue that presented itself. I was the top-producing leasing agent and received several awards and bonuses from corporate and my immediate managers.

Jul 2023 - May 2024

Social, Intramural, Apparel, Recruitment Chair

Pi Kappa Phi Fraternity

Flagstaff, Arizona, United States

I am a proud brother of the Theta Upsilon chapter of Pi Kappa Phi at Northern Arizona University. I serve as the social and intramural chair, which means I plan events that cooperate with the Interfraternity Council guidelines, communicate respectfully and effectively with other sororities and fraternities on campus, schedule games, and organize various socials. I have also recruited more than half of each ensuing associate member class after my initiation I produced and negotiated over a dozen apparel designs/products, as well as I secured our chapter's first ever corporate sponsorship.

Dec 2022 - Nov 2023

Financial Services Intern

Flagstaff

Flagstaff, Arizona, United States

•Made thousands of phone calls to clients & scheduled meetings on behalf of advisors•Prepared customized Excel spreadsheets that summarized clients' portfolio positions•Recorded prospective clients' levels of risk tolerance & personal information in CRM software•Resolved clients' concerns regarding annuities, life insurance, securities, and individual retirement accounts

Apr 2022 - Aug 2022

Race Course Construction Laborer

4 Peaks Racing

Arizona, United States

Mar 2019 - Feb 2020
Team & coworkers

Colleagues at Desert Financial Wealth Management

Other employees you can reach at desertfinancial.com. View company contacts for 1018 employees →

AL Alicia Lucio Alicia Lucio Colleague at Desert Financial Wealth ManagementPhoenix, Arizona, United States View → DF Divino Francisco Da Cunha Divino Francisco Da Cunha Colleague at Desert Financial Wealth ManagementGoiânia, Goiás, Brazil View → MP Melody Pickard Melody Pickard Colleague at Desert Financial Wealth ManagementGlendale, Arizona, United States View → SR Sulie Richardson Sulie Richardson Colleague at Desert Financial Wealth ManagementPhoenix, Arizona, United States View → LM Lisa Miller Lisa Miller Colleague at Desert Financial Wealth ManagementSilverdale, Washington, United States View → JC Joann Cosio Joann Cosio Colleague at Desert Financial Wealth ManagementLitchfield Park, Arizona, United States View → JB Jessica Brower Jessica Brower Colleague at Desert Financial Wealth ManagementPhoenix, Arizona, United States View → LC Leonardo Castaneda Leonardo Castaneda Colleague at Desert Financial Wealth ManagementGreater Phoenix Area, United States View → LS Linda Sinclair Linda Sinclair Colleague at Desert Financial Wealth ManagementPhoenix, Arizona, United States View → FZ Fernando Zepeda Fernando Zepeda Colleague at Desert Financial Wealth ManagementPhoenix, Arizona, United States View →
2 education records

Max Murphy education

Bachelor Of Business Administration - Bba, Finance And Financial Management Services

Northern Arizona University

Activities and Societies: Pi Kappa Phi, RugbySumma Cum Laude

FAQ

Frequently asked questions about Max Murphy

Quick answers generated from the profile data available on this page.

What company does Max Murphy work for?

Max Murphy works for Desert Financial Wealth Management.

What is Max Murphy's role at Desert Financial Wealth Management?

Max Murphy is listed as Investment Consultant at Desert Financial Wealth Management.

Where is Max Murphy based?

Max Murphy is based in Scottsdale, Arizona, United States while working with Desert Financial Wealth Management.

What companies has Max Murphy worked for?

Max Murphy has worked for Desert Financial Wealth Management, Equitable Advisors, Coldwell Banker, Forest Highlands Golf Club, and Cardinal Group Management.

Who are Max Murphy's colleagues at Desert Financial Wealth Management?

Max Murphy's colleagues at Desert Financial Wealth Management include Alicia Lucio, Divino Francisco Da Cunha, Melody Pickard, Sulie Richardson, and Lisa Miller.

How can I contact Max Murphy?

You can use AeroLeads to view verified contact signals for Max Murphy at Desert Financial Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Max Murphy attend?

Max Murphy holds Bachelor Of Business Administration - Bba, Finance And Financial Management Services from Northern Arizona University.

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