Will Murphy, Private Wealth Financial Advisor and Managing Director of Investments, has dedicated approximately 24 years to providing guidance to his clients. He is passionate about helping others and enjoys knowing his clients are prepared for critical financial events in their lives.

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, The Bon Secours St. Francis Foundation Board, and the Poinsett Club Building and Grounds committee. 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.

We are also pleased to announce that William A. Murphy, Private Wealth Financial Advisor was recognized on the 2020, 2021, 2022, 2023, and 2024 Forbes Best-In-State Wealth Advisors List. 

 

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com)

 

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com)

 

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com)

 

2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com)

 

2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com)

 

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 investment advice and based solely on the disclosed criteria.

As a Senior Financial Advisor, Claude helps clients navigate through various complex wealth management issues including deposit and investment management, private lending, estate planning strategies, business succession, philanthropy, and retirement planning. Claude works with high net-worth business owners, entrepreneurs, executives, and retirees in designing strategies to preserve, grow, and transfer wealth.

Claude Robison joined Wells Fargo Advisors in August 2024 as a Senior Wealth Client Advisor serving as a relationship manager for clients and their families. Claude is dedicated to understanding each client’s unique financial situation and working with them to help ensure that their long-term wealth management objectives are attained.

Before joining Wells Fargo Advisors, Claude has served as Senior Vice President and Wealth Advisor for Regions Private Wealth Management. Prior to that Claude held the position of Market President and Head of Private Banking for a regional financial institution and facilitated the de novo startup of a community bank in Upstate South Carolina, serving as the Upstate President.

Claude received his business degree from Lander University and was graduated from South Carolina School of Banking. He holds the Series 7 and 66 registrations, South Carolina Life, Accident, and Health licenses and is also a Certified Wealth Strategist. Claude has served as Lander University Trustee, GHS Children’s Hospital Board, and multiple other community service organizations throughout his career.

Claude and his wife Nicole live in Greenville and enjoy spending time downtown as well as on the Swamp Rabbit Trail. They have two adult children here with their spouses, and two grandchildren, with whom they enjoy spending time. Both he and Nicole love the outdoors, where you may find them hiking, biking, playing pickleball, and many other outdoor activities. On occasion, you might find Claude in a river with a flyrod in his hand, where most trout are safe!

Financial Advisor - Investments

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community. I started my career in the wealth and financial services industry in 2013 with Wells Fargo Bank and spent the last 6 years as a relationship manager to clients with complex needs. I graduated from Anderson University with a bachelor’s degree in accounting and finance. Away from the office, I also enjoy golfing, hiking, or planning trips to new destinations domestically and internationally. I’ve visited 17 countries and hope to see many more.

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 of Wells Fargo Advisors in 2010. He has been a Wells Fargo Advisors team member for over 14 years. He received his Bachelor of Arts from the University of North Carolina at Chapel Hill and holds FINRA Series 7 and 66 securities registrations. In his time away from the office, Daniel enjoys reading, cooking, painting, and enjoying the scenery of Greenville with his family.

Senior Brokerage Client Assistant

Piper began her career in financial services with Wells Fargo Bank in 2013 and joined Private Wealth Financial Advisor Will Murphy’s team at Wells Fargo Advisors in 2023. She is currently a Senior Client Associate located in Greenville, SC. Piper majored in Psychology with a minor in Sociology and this has led her appreciate the significance of developing relationships and genuinely understanding the complete perspective of a client’s life to meet their unique requests and needs. Piper is a native of Northern California but now resides in Greenville, SC.  In her free time she enjoys travel, running, and spending time with her 2 dogs.