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Wealth Management AdvisorVice President1123 MILITARY CUTOFF ROAD
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Andrea Murphy is a CERTIFIED FINANCIAL PLANNER™ certificant, Senior Portfolio Advisor, and Vice President with the Merrill Lynch Global Wealth Management in Wilmington, NC. She also holds the distinct title of Wealth Management Advisor. This title is awarded by Merrill Lynch to advisors who have extensive experience working with high net worth clients with investable assets in excess of $1 Million. She has experience in developing customized goal-based strategies and recommendations for high net worth individuals, their families, and small businesses to help achieve their lifetime goals. Andrea strives to identify and develop specific needs and aspirations in order to protect and accumulate client wealth, as well as plan for their future. She is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. Prior to joining Merrill Lynch, Andrea was a Vice President of Wealth Management for Wachovia/Wells Fargo. There she was able to assist her clients with a broad array of financial solutions from investments, trusts, estate planning, insurance, mortgage, and business and personal banking.
Andrea is a licensed securities and insurance representative, and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her vast background in both business and personal banking sets Andrea apart from her peers. Her integrity and compassion for others is unrivaled as is the exceptional service she provides.Andrea received a degree in finance from the University of North Carolina at Wilmington. Outside of working for Merrill Lynch Andrea has served on the Southeast Board of Directors for the March of Dimes, Make a Wish and has volunteered for the New Hanover Chamber of Commerce for over 8 years.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements.
Andrea Murphy is registered to do business in : CA, FL, MA, NC, NJ, NY, PA, SC
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