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Senior Financial AdvisorRIVERSIDE OFFICE PARK2649 SOUTH ROADPOUGHKEEPSIE,
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Susan Murphy, Vice President, Senior Financial Advior, CRPC®, is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., who joined Merrill Lynch in July 2004. Susan's financial service career started in 1982 working for an insurance company. In parallel, in 1989 Susan started a successful restaurant and real-estate development company. Susan's experience and education in the areas of investments, retirement, insurance, estate planning services, taxes and wealth preservation, enables her to assist businesses, nonprofits and individual clients in developing strategies to manage their business and personal finances. Susan assists clients in developing long-term financial strategies utilizing the premier Wealth Management processes. Whatever stage in life you have reached, you may be faced with important decisions about your future. Maybe you are trying to decide when you can afford to retire, transition into a new career, how to pay for your children's college, or you or members of your family would like to find out about long-term care insurance. Susan focuses on financial strategies incorporating insurance, investment, and banking services.
Susan is a former board member of the Dutchess Outreach and volunteers for Dutchess Outreach. Susan is a member of the American Legion Ladies Auxilliary Post 758. She resides in Hopewell Junction with her husband, Tom.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
Susan Murphy is registered to do business in : CA, CT, DC, FL, GA, IL, MD, ME, MN, NC, NJ, NY, OH, OK, OR, SC, UT, VA
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Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.
Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S"). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
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