Jonathan Murray
About Jonathan Murray
Jonathan Murray serves as the Managing Director of Wealth Management at UBS in Hunt Valley, MD, where he has worked since 2013. He specializes in building relationships with clients to assist in retirement planning and has nearly 30 years of experience in the financial industry.
Work at UBS
Jonathan Murray has served as Managing Director in Wealth Management at UBS since 2013. In this role, he focuses on building enduring relationships with successful individuals and families to assist them in planning for retirement. Prior to his current position, he worked as Senior Vice President - Investments at UBS from 2007 to 2013. His tenure at UBS spans over 11 years, during which he has developed a reputation for his expertise in wealth management.
Education and Expertise
Jonathan Murray earned a Bachelor of Arts degree in English and Economics from Dickinson College, where he studied from 1980 to 1984. His educational background provides a strong foundation for his career in finance and wealth management. Over nearly 30 years, he has gained extensive experience in navigating both bull and bear markets, enhancing his ability to advise clients effectively.
Background
Before joining UBS, Jonathan Murray held various positions in the finance sector. He worked at Legg Mason/Smith Barney as Senior Vice President - Investments from 1994 to 2007, and at Kidder Peabody as Vice President from 1989 to 1994. Additionally, he served as Assistant Director of Admissions at Dickinson College from 1985 to 1989. His diverse background in finance and education contributes to his comprehensive understanding of client needs.
Achievements
Jonathan Murray has been recognized as a Barron's Top Adviser for six consecutive years, from 2009 to 2014. This recognition reflects his commitment to excellence in wealth management and his ability to provide valuable advice to clients. He operates across a wide range of states in the US, demonstrating his extensive licensing and capability to serve a diverse clientele.
Professional Collaborations
At The Murray Group, Jonathan collaborates with partners Brian C. Doak, CFP, and Jason Lowy, CFP. Together, they leverage their collective expertise to provide comprehensive wealth management services. This partnership enhances their ability to address the unique financial needs of their clients.