William A. Murphy
Private Wealth Financial Advisor
Managing Director - Investments
Will Murphy, Private Wealth Financial Advisor and Managing Director - Investments, has dedicated approximately 21 years to providing guidance clients. Will believes a trusting relationship is the foundation for understanding and successfully helping clients achieve their goals and objectives. He is passionate about helping others and enjoys knowing his clients are prepared for critical financial events in their lives. Additionally, Will helps families integrate their unique values into their wealth plans.
Will began his career with Merrill Lynch before moving his practice to Wells Fargo Advisors in 2006. By combining best practices gained through his extensive experience with the resources of Wells Fargo Advisors, he has created a private wealth advisory and client service approach that seeks to exceed clients’ expectations year after year.
Throughout his career, Will has earned numerous awards and acknowledgements. His most recent accolades included being named to Forbes’ Best-In-State Wealth Advisors* list in 2019 to 2022. In addition, Will has been named to the Wells Fargo Advisors Platinum Council every year from 2010 to 2023; this distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Will is a graduate of Furman University and was a member of the Furman’s men’s tennis team, where he received a Bachelor of Science in Business Administration.
Will is active in the community and civic affairs. He currently serves on The Rose Ball Board, Artisphere Board, Greenville Country Club tennis committee, Poinsett Club Building and Grounds committee and the Christ Church Episcopal School Annual Fund.
Away from the office, Will enjoys spending time with his wife, Reid, Furman alumna and ophthalmologist with Medicus. They live with their two daughters in downtown Greenville.
------------------
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investments advice and based solely on the disclosed criteria.
Daniel Willey
Senior Brokerage Client Assistant
Daniel supports the team’s daily operations, enhancing the client experience through excellent client service, preparing and maintaining financial reports, scheduling strategic client reviews and handling new client onboarding, money movement, income distribution and trading. He delivers exceptional personal client service providing clients with the account information and answers they need when they need them.
Daniel was born in North Carolina and currently lives in Greenville with his wife Faith and their young daughter Ramsey. Daniel joined The Murphy Investment Group in 2010. He has been a Wells Fargo Advisors team member for over 13 years. He received his Bachelor of Arts from the University of North Carolina at Chapel Hill and holds Series 7 and 66 securities licenses.
In his time away from the office, Daniel enjoys reading, cooking, painting, and enjoying the scenery and comforts of Greenville with his family.