Max Murphy

Experience

1. Client Relationship Manager

   Murphy Wealth Management

   Jun 2025 — Present · Bloomfield Hills, MI, US

   As a financial advisor, my greatest fulfillment comes from helping clients achieve their goals and simplifying the financial journey for them. Guiding clients through setting up their estate in a way that aligns with their values is a significant part of my role. I cherish the connections I form with clients and love hearing their stories about the goals they\'ve comfortably pursued with our guidance.Inspired by my father, Keith Murphy, I witnessed firsthand the passion he had for the industry and his clients, which motivated me to develop the same dedication. Numbers and finance have always been my forte, and childhood experiences taught me the value of hard work.Originating from Shelby Township, MI, I am one of four siblings—Kerigan, Mitchell, and Tyler—in a close and supportive family. Family dinners are a frequent and cherished tradition, reflecting our value for togetherness and strong friendships. My three-year-old German Shorthair Pointer, Nelli, is a beloved member of our family. My interests include skiing in the western US, staying active with Nelli at local dog parks, trails, and lakes, and traveling, which has taken me to approximately 20 countries and enriched my worldview.Professionally, I am committed to furthering my education and staying engaged with like-minded professionals. I am joining Murphy Wealth following time with Plante Moran Financial Advisors, Vanguard, and most recently as a Premier Financial Advisor at LPL Financial\'s home office in Fort Mill, SC. As a participant in CFP Board events and the Financial Planning Association in Detroit, I continuously seek to expand my knowledge and expertise.

Education

• Western Michigan University - Haworth College of Business

  Bachelor's degree, Major: Personal Financial Planning / Minor: Psychology

• University College Dublin

  Psychology

• Western Michigan University - Lee Honors College

  Bachelor of Business Administration - BBA, Personal Financial Planning

Skills

• Communication
• Team Leadership
• Customer Service
• Phone Communication
• Microsoft Office
• Customer Satisfaction
• Leadership
• Management
• Self-Driven
• Teamwork
• Time Management
• Responsible
• Bloomberg