Patrick Murphy, Cfp®
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Patrick Murphy, Cfp® Email & Phone Number

Managing Director, Client Advisor at Simon Quick Advisors, LLC
Location: New York City Metropolitan Area, United States, United States 6 work roles 2 schools
1 work email found @bankofamerica.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@bankofamerica.com
LinkedIn Profile matched
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Current company
Simon Quick Advisors, LLC
Role
Managing Director, Client Advisor
Location
New York City Metropolitan Area, United States, United States
Company size
106 employees

Who is Patrick Murphy, Cfp®? Overview

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Quick answer

Patrick Murphy, Cfp® is listed as Managing Director, Client Advisor at Simon Quick Advisors, LLC, a company with 106 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at bankofamerica.com and a matched LinkedIn profile for Patrick Murphy, Cfp®.

Patrick Murphy, Cfp® previously worked as Principal, Senior Wealth Advisor at Bessemer Trust and Private Client Advisor, Managing Director at Bank Of America Private Bank. Patrick Murphy, Cfp® holds Master Of Business Administration (M.B.A.) from Nyu Stern School Of Business.

Company email context

Email format at Simon Quick Advisors, LLC

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*@bankofamerica.com
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AeroLeads found 1 current-domain work email signal for Patrick Murphy, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Patrick Murphy, Cfp®

Patrick Murphy, Cfp® is a Managing Director, Client Advisor at Simon Quick Advisors, LLC. He possess expertise in wealth management, private banking, fiduciary investment management, investment property loans, residential mortgages and 4 more skills.

Listed skills include Wealth Management, Private Banking, Fiduciary Investment Management, Investment Property Loans, and 5 others.

Current workplace

Patrick Murphy, Cfp®'s current company

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Simon Quick Advisors, LLC
Simon Quick Advisors, Llc
Managing Director, Client Advisor
New York, NY, US
Website
simonquickadvisors.com
Employees
106
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Company profile
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6 roles

Patrick Murphy, Cfp® work experience

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

Principal, Senior Wealth Advisor

Current
Bessemer Trust
Aug 2023 - Present
Team & coworkers

Colleagues at Simon Quick Advisors, LLC

Other employees you can reach at simonquickadvisors.com. View company contacts for 106 employees →

TM Thomas Morr, Cfp® Thomas Morr, Cfp® Colleague at Simon Quick Advisors, Llc New York, New York, United States, United States View → MM Mohsin Malik Mohsin Malik Colleague at Simon Quick Advisors, Llc New York City Metropolitan Area, United States View → KS Kylee Scioscia Kylee Scioscia Colleague at Simon Quick Advisors, Llc Morristown, New Jersey, United States, United States View → VS Vanessa Sullivan, Fpqp® Vanessa Sullivan, Fpqp® Colleague at Simon Quick Advisors, Llc New York City Metropolitan Area, United States View → GR Gianna Roti Gianna Roti Colleague at Simon Quick Advisors, Llc New York City Metropolitan Area, United States View → SD Stephen Delargy Jr., Cfp® Stephen Delargy Jr., Cfp® Colleague at Simon Quick Advisors, Llc New York City Metropolitan Area, United States View → HT Hana T. Hana T. Colleague at Simon Quick Advisors, Llc Carlstadt, New Jersey, United States, United States View → CB Cameron Brooks Cameron Brooks Colleague at Simon Quick Advisors, Llc New York City Metropolitan Area, United States View → PS Peter Simon Peter Simon Colleague at Simon Quick Advisors, Llc Morristown, New Jersey, United States, United States View → JR Jessica Reale, Cgbp Jessica Reale, Cgbp Colleague at Simon Quick Advisors, Llc New York, New York, United States, United States View →
2 education records

Patrick Murphy, Cfp® education

FAQ

Frequently asked questions about Patrick Murphy, Cfp®

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

What company does Patrick Murphy, Cfp® work for?

Patrick Murphy, Cfp® works for Simon Quick Advisors, LLC.

What is Patrick Murphy, Cfp®'s role at Simon Quick Advisors, LLC?

Patrick Murphy, Cfp® is listed as Managing Director, Client Advisor at Simon Quick Advisors, LLC.

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

AeroLeads has found 1 work email signal at @bankofamerica.com for Patrick Murphy, Cfp® at Simon Quick Advisors, LLC.

Where is Patrick Murphy, Cfp® based?

Patrick Murphy, Cfp® is based in New York City Metropolitan Area, United States, United States while working with Simon Quick Advisors, LLC.

What companies has Patrick Murphy, Cfp® worked for?

Patrick Murphy, Cfp® has worked for Simon Quick Advisors, Llc, Bessemer Trust, Bank Of America Private Bank, and Goldman Sachs Ayco Personal Financial Management.

Who are Patrick Murphy, Cfp®'s colleagues at Simon Quick Advisors, LLC?

Patrick Murphy, Cfp®'s colleagues at Simon Quick Advisors, LLC include Thomas Morr, Cfp®, Mohsin Malik, Kylee Scioscia, Vanessa Sullivan, Fpqp®, and Gianna Roti.

How can I contact Patrick Murphy, Cfp®?

You can use AeroLeads to view verified contact signals for Patrick Murphy, Cfp® at Simon Quick Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Patrick Murphy, Cfp® attend?

Patrick Murphy, Cfp® holds Master Of Business Administration (M.B.A.) from Nyu Stern School Of Business.

What skills is Patrick Murphy, Cfp® known for?

Patrick Murphy, Cfp® is listed with skills including Wealth Management, Private Banking, Fiduciary Investment Management, Investment Property Loans, Residential Mortgages, Art Lending, Aviation Lending, and Marine Financing.

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