Jim Murphy
CFP®, Senior Vice President at Merrill Lynch
- Role
- Cfp, Senior Vice President, Wealth Management a at Merrill Lynch
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Cfp, Senior Vice President, Wealth Management a
Jul 1997 — Present · Cincinnati, OH, US
Please visit:
Education
Miami University
Bachelor of Science (BS), Finance, General
Skills
- Investments
- Retirement Planning
- Mutual Funds
- Series 63
- Securities
- Asset Allocation
- Wealth Management
- Investment Strategies
- Certified Financial Planner
- Investment Advisory
- Equities
- Fixed Income
- Alternative Investments
- Strategic Financial Planning
- Series 7
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