Patricia Murphy
About Patricia Murphy
Patricia Murphy serves as the Senior Vice President of Wealth Management at UBS, where she has worked since 1994. She specializes in creating personalized financial plans that align with clients' objectives, emphasizing the importance of listening and emotional management during financial planning.
Work at UBS
Patricia Murphy has held the position of Senior Vice President in Wealth Management at UBS since 1994. With over 30 years of experience in this role, she focuses on aligning clients' investments, retirement, long-term care, estate, and business succession plans with their specific objectives. Her extensive tenure at UBS showcases her commitment to providing tailored financial solutions.
Education and Expertise
Patricia Murphy studied at Kings College, where she earned a Bachelor of Arts degree from 1976 to 1978. Prior to that, she attended Georgian Court College from 1974 to 1976 before transferring to Kings College. Her educational background has equipped her with the knowledge necessary to navigate complex financial landscapes and serve her clients effectively.
Client-Centric Approach
Patricia Murphy emphasizes the importance of listening to her clients' goals. She manages client emotions during turbulent times, providing confidence in financial planning. Her approach ensures that clients feel supported and understood, which is crucial for effective wealth management.
Multigenerational Wealth Transfer
Murphy has played a significant role in evolving the processes at Murphy Wealth Consulting Group to focus on multigenerational wealth transfer. This initiative highlights her commitment to helping families plan for long-term financial stability and the seamless transition of wealth across generations.
Registered States of Operation
Patricia Murphy operates in multiple registered states, including California, Colorado, Connecticut, Florida, Idaho, Illinois, Massachusetts, Maryland, North Carolina, New Jersey, New York, Oregon, Pennsylvania, Virginia, and Washington. This broad operational reach allows her to serve a diverse clientele across the United States.