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Senior Financial AdvisorRIVERSIDE OFFICE PARK2649 SOUTH ROADPOUGHKEEPSIE,
Susan Murphy, Assistant Vice President, 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 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, IL, IN, MD, ME, MN, NC, NJ, NY, OH, OK, OR, TN, UT, VA
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Investment products, insurance and annuity products:
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Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
MLPF&S and U.S. Trust make available investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation or in which Bank of America Corporation has a substantial economic interest.