Kevin Murphy
Partner and Wealth Advisor at Legacy Wealth Partners
- Role
- Partner and Wealth Advisor at Legacy Wealth Partners
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kevin Murphy
Our team is honored to partner with our clients to develop and accomplish their Legacy…
Experience
Partner and Wealth Advisor
Feb 2019 — Present
Education
University of Michigan
B.S.E., Engineering
1994 — 1998
Skills
- Retirement Planning
- Retirement
- Investments
- Strategic Financial Planning
- Fixed Annuities
- Investment Strategies
- Securities
- Life Insurance
- Iras
- Insurance
- Financial Advisory
- 401k
- Financial Analysis
- Financial Planning
- Pensions
- Wealth Management
- Municipalities
- Microsoft Word
- Financial Services
- Finance
- Powerpoint
- Investment Advisory
- Finra
- Management
- Project Management
- Series 7
- Portfolio Management
- Series 63
- Civil Engineering
- Investment Management
- Budgets
- Strategic Planning
- Asset Allocation
- Uniform Combined State Law
- Due Diligence
- Personal Finance
- Crm
- Estate Planning
- Customer Relationship Management (Crm)
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