Jeneé Murphy
Associate Advisor @Root Financial
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WORK HISTORY
Associate Advisor @Root Financial
Increased revenue and client conversion by $1.4M by proposing an individualized retirement plan to accommodate a clients\' unique financial needs while minimizing risk. Improved the client experience by migrating 200+ accounts into a new planning software strategically designed to improve client involvement and engagement. Consolidated client data using a dynamic system to categorize RMD eligibility. Increased efficiency by simplifying the tax payment process for Roth conversion clients and developing a step-by-step Estimated Tax Payment Guide.
EDUCATION
Howard University
Certificate, Financial Planning
Virginia Commonwealth University - School of Business
Bachelor of Science (B.S.), Accounting
ABOUT JENEÉ MURPHY
Accountant, Advisor, Money Management Expert & Certified Life Coach Rising costs…
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