Patrick Murray
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Patrick Murray Email & Phone Number

Investment Advisor Representative* at Legacy Financial Advisors, Inc.
Location: Norwell, Massachusetts, United States 5 work roles 4 schools
1 work email found @massbayfinancial.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@massbayfinancial.com
LinkedIn Profile matched
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Role
Investment Advisor Representative*
Location
Norwell, Massachusetts, United States
Company size

Who is Patrick Murray? Overview

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Quick answer

Patrick Murray is listed as Investment Advisor Representative* at Legacy Financial Advisors, Inc., a with 6 employees, based in Norwell, Massachusetts, United States. AeroLeads shows a work email signal at massbayfinancial.com and a matched LinkedIn profile for Patrick Murray.

Patrick Murray previously worked as Senior Investment Advisor at Legacy Financial Advisors, Inc. and Owner Principal at Massbay Financial. Patrick Murray holds Chartered Financial Consultant (Chfc®), Financial Planning And Services from The American College.

Company email context

Email format at Legacy Financial Advisors, Inc.

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{first}@massbayfinancial.com
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AeroLeads found 1 current-domain work email signal for Patrick Murray. Compare company email patterns before reaching out.

Profile bio

About Patrick Murray

Investments in securities involve risk, including the potential loss of principal invested.This communication is intended for individuals residing in the states of (MA, ME, CA, NY, AZ). No offers may be made or accepted from any resident outside MA, ME, CA, NY, AZ.IMPORTANT: You may only contact me through messages sent to (pmurray@LFSadvisors.com) or by calling (800) 427-9781.The site may contain links to articles or other information that are contained on a third party website. LPL Financial member FINRA/SIPC does not endorse or accept responsibility for the content, or the use, of the web site. LPL Financial member FINRA/SIPC assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.LPL Financial member FINRA/SIPC is not affiliated with Linkedin. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on this site. We do not control, serve, adopt or endorse any content that Linkedin may publish on this site. No part of this site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason.We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies.IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact our office directly. You should never post personal, account or transaction information anywhere on this site.

Listed skills include Investments, Long Term Care Insurance, Leadership, Strategic Planning, and 18 others.

Current workplace

Patrick Murray's current company

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Legacy Financial Advisors, Inc.
Legacy Financial Advisors, Inc.
Investment Advisor Representative*
westborough, massachusetts, united states
Website
Employees
6
AeroLeads page
5 roles

Patrick Murray work experience

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

Owner Principal

Massbay Financial

Norwell, Ma

Investment Advisor Representative*Chartered Financial Consultant (ChFC®) Securities Licensed Series 7 & 66.Life, Disability & Health Insurance License.Personal & Business Investment Strategy Design, Tax Reduction, Retirement Income Planning, Family & Business Wealth Transfer, Life, Disability & Long Term Care Insurance Protection.*Securities & investment advisory services offered through Osaic FINRA/SIPC and a registered investment advisor. Fixed and/or Traditional Insurance Services offered through MassBay Financial. MassBay Financial is not affiliated with Osaic or registered as a broker-dealer or investment advisor.

Oct 2012 - May 2024

Registered Tax Return Preparer & Advisor

Patrick Sherwood Accountants

Pembroke, Ma

Registered Tax Return Preparer (RTRP)Individual, Small Business & Trust Income Tax Preparer.Prepare annual tax returns as a service for financial clients.Tax planning for investment saving & withdrawal efficiency.

Jan 2010 - Nov 2014

Owner

Murray & Sherwood Financial Group

Pembroke, Ma

Investment Advisor Representative*Investment, Insurance & Tax Planning.Personal Retirement, Estate Insurance & Wealth Transfer.Education Funding

Nov 2010 - Oct 2012

Owner Principal

Murray Financial

Scituate, Ma

Investment Advisor Representative*Personal Investment & Insurance Services.

Nov 2008 - Nov 2010
Team & coworkers

Colleagues at Legacy Financial Advisors, Inc.

Other employees you can reach at lfsadvisors.com. View company contacts for 6 employees →

4 education records

Patrick Murray education

Chartered Financial Consultant (Chfc®), Financial Planning And Services

Activities and Societies: Creating Comprehensive Financial Plans. Protecting Assets and Managing Risk with Appropriate Levels.

Associate Of Science (As), Heating, Air Conditioning, Ventilation And Refrigeration Technology (Hvacr)

Activities and Societies: Dean's List Sales & Engineering Architectural Design Systems

Bachelors Of Science Program Study Marine Biology

Southeastern Massachusetts University

Education record

Brockton High School
FAQ

Frequently asked questions about Patrick Murray

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

What company does Patrick Murray work for?

Patrick Murray works for Legacy Financial Advisors, Inc..

What is Patrick Murray's role at Legacy Financial Advisors, Inc.?

Patrick Murray is listed as Investment Advisor Representative* at Legacy Financial Advisors, Inc..

What is Patrick Murray's email address?

AeroLeads has found 1 work email signal at @massbayfinancial.com for Patrick Murray at Legacy Financial Advisors, Inc..

Where is Patrick Murray based?

Patrick Murray is based in Norwell, Massachusetts, United States while working with Legacy Financial Advisors, Inc..

What companies has Patrick Murray worked for?

Patrick Murray has worked for Legacy Financial Advisors, Inc., Massbay Financial, Patrick Sherwood Accountants, Murray & Sherwood Financial Group, and Murray Financial.

Who are Patrick Murray's colleagues at Legacy Financial Advisors, Inc.?

Patrick Murray's colleagues at Legacy Financial Advisors, Inc. include April Quiles, Michael Tartarini, Richard Tartarini, Aif®, Edward Kiernan, and Stephanie Collier.

How can I contact Patrick Murray?

You can use AeroLeads to view verified contact signals for Patrick Murray at Legacy Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.

What schools did Patrick Murray attend?

Patrick Murray holds Chartered Financial Consultant (Chfc®), Financial Planning And Services from The American College.

What skills is Patrick Murray known for?

Patrick Murray is listed with skills including Investments, Long Term Care Insurance, Leadership, Strategic Planning, Estate Planning, Retirement, Business Coaching, and Financial Analysis.

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