Edward J. Murphy Financial Services

About

I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.

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Meet Our Team

Edward J. Murphy, MBA, CRPC, CFS

Senior Financial Advisor
Managing Director

Phone: 631.629.8888
Email: Ed.Murphy@wfafinet.com
As your Financial Advisor, I focus on your unique needs and develop strategies that help you reach your financial goals. I have worked as a Financial Advisor with both individual and business investors since 1999. Collaborating together, we will address every facet of your financial life to help ensure you are prepared for the future and on track to achieve your financial goals.

Comprehensive Wealth Management Approach

·         Investment Portfolio Development and Management

·         Planning for Retirement

·         Estate Planning Strategies

·         Retirement Plan Services for Individuals, Businesses and Executives

·         Tax Planning Strategies

·         Insurance and Annuities – life, disability & long- term care insurance & tax deferred annuities


My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of competence, personal service and professional integrity. This commitment to service also carries over to my involvement with our local community.

·         Board Member with ACLD – Adults and Children with Learning Disabilities

·         Board Member for Northwell Health – Huntington Hospital

·         Former Board Member & Chairman of Finance Committee at New Island Hospital (currently St. Joseph’s Hospital).

·         Platinum Contributor to Memorial Sloan Kettering Hospital, a contributor to Ronald Mc Donald House and St. Jude’s Children’s Research Hospital

 
Credentials

·         MBA in Corporate Finance & Investments graduating from Adelphi University with honors as a member of the Delta Mu Delta Honor Society

·         Chartered Retirement Planning CounselorSM, or CRPC®, certification from the College for Financial Planning

·         CFS - Certified Fund Specialist certification - Institute of Business & Finance

·         Graduated from the Financial Planning program at Long Island University completing the Certified Financial Planning coursework requirements for the CFP® certification – completed.

·         Former Member of the Million Round Table for insurance & annuities, published financial articles for Parents & Children’s magazine on Long Island.

 
 I enjoy anything on the water, including boating and fishing.  I like to stay active and exercise.  Travel is a favorite pastime of the family.

Shaun Murphy, MBA

Financial Advisor
Operations Manager

Phone: 631.629.8888
Email: Shaun.Murphy@wfafinet.com
Since beginning his career in the financial services industry, Shaun has been developing his fundamental understanding of markets and comprehensive wealth planning.


The cornerstone of Shaun’s investment philosophy is to know his clients. To that end, he spends time cultivating personal relationships with each client. Experience has taught him that each individual is unique, with different needs, risk tolerance levels, time horizons, and objectives.


In order to properly serve that uniqueness, Shaun tailors a customized strategy for each client.  Gathering information, listening carefully, and understanding each situation is the foundation of every decision made with his clients.

 
Shaun began his career more than 15 years ago with Ameriprise as a Client Service Associate. In 2016 he moved to Wells Fargo Advisors Financial Network serving as a Client Service Associate and Business Manager.  Now, a Financial Advisor, Shaun is able to leverage his years in a support role to deliver an impeccable experience to his clients.

Shaun earned a BS in Business Administration and his MBA from Dominican University.

A New York native, Shaun and his wife, Cassie reside in Patchogue with their daughter, Bianca, and their beloved Shiba Inu, Harley. Family has always been paramount for Shaun, even more so now that his young family is growing. In his spare time, Shaun enjoys sports and fishing.  A talented baseball player, he earned a scholarship to play and uses baseball as his way to decompress now.  Fishing is a family activity, each year he and his brothers and dad venture out on a trip together. 

 
Shaun believes in giving back to his community.  As someone who has experienced loved ones living with special needs, he makes this a primary focus of his support.  Currently, he works as a Community Habilitation Specialist with Braverhood helping individuals with special needs, teaching them to become more independent.   He also supports Special Olympics, Autism Speaks, and Relay for Life.
Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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Why Invest With Us

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CT, GA, MD, MO, NC, NJ, NY, OR, PA, SC, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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