William Murray

Helping individuals make the transition “From Accumulation into Distribution” by eliminating the #1 fear we hear from everyone \"Running out of Money\"

Role
Senior Wealth Advisor at Efficient Advisors
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About William Murray

I’m a Financial Advisor specializing in retirement income planning and annuities…

Experience

  1. Senior Wealth Advisor

    Efficient Advisors

    Feb 2023 — Present · Scottsdale, AZ, US

Skills

  • Leadership
  • Enterprise Software
  • Management
  • Microsoft Office
  • Sales
  • New Business Development
  • Strategic Planning
  • Customer Service
  • Organizational Leadership
  • Account Management
  • Microsoft Excel

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