Max Murphy Email and Phone Number
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
Desert Financial Wealth Management
View- Website:
- desertfinancial.com
- Employees:
- 1018
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Investment ConsultantDesert Financial Wealth ManagementScottsdale, Az, Us -
Investment ConsultantDesert Financial Wealth Management Oct 2024 - PresentPhoenix, Arizona, United StatesI 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. -
Financial ConsultantEquitable Advisors Jun 2024 - Oct 2024Scottsdale, Arizona, United StatesI assist individuals and business owners with improving their financial well-being via holistic planning, professionally-managed portfolios, life insurance production, and establishing retirement accounts. -
Real Estate AgentColdwell Banker Apr 2023 - Jul 2024Flagstaff, Arizona, United StatesAs a Realtor® working for Coldwell Banker Northland. I proudly represented people when it came to their real estate needs, primarily in northern Arizona. -
Player Services / CaddyForest Highlands Golf Club Apr 2023 - Jun 2024Flagstaff, Arizona, United StatesProviding 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. -
Leasing AgentCardinal Group Management Jul 2023 - May 2024Flagstaff, Arizona, United StatesUsed 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. -
Social, Intramural, Apparel, Recruitment ChairPi Kappa Phi Fraternity Dec 2022 - Nov 2023Flagstaff, Arizona, United StatesI 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. -
Customer Service SpecialistAspen Valley Golf Club Jul 2021 - Oct 2022 -
Financial Services InternFlagstaff Apr 2022 - Aug 2022Flagstaff, 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
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Customer Service RepresentativeOb Sports Golf Management Apr 2019 - Jul 2021Phoenix, Arizona, United States -
Race Course Construction Laborer4 Peaks Racing Mar 2019 - Feb 2020Arizona, United States
Max Murphy Education Details
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Finance And Financial Management Services
Frequently Asked Questions about Max Murphy
What company does Max Murphy work for?
Max Murphy works for Desert Financial Wealth Management
What is Max Murphy's role at the current company?
Max Murphy's current role is Investment Consultant.
What schools did Max Murphy attend?
Max Murphy attended Northern Arizona University, Brophy College Preparatory.
Who are Max Murphy's colleagues?
Max Murphy's colleagues are Ashley Monday, Ling Arnold, Nancy Keddy, Jeremy Knackert, Adriana Meza, Nahreen Luka, Margaret Dominguez.
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