The Murray McGehrin Group

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The Murray McGehrin Group

Introduce us to a friend

We are committed to building meaningful relationships with clients as we believe that a deep understanding of their goals and needs enables us to be best positioned to preserve and grow their assets.

As trusted advisors, we act as sounding boards and confidants on a wide variety of topics that matter to families and organizations.  We pledge that our advice will be straightforward, unbiased, and unquestionably in the best interest of the client.

We are proud of our personal commitment to helping clients find broad financial health and security, and we will remain unwavering in our efforts to meet their needs.

Murray McGehrin Group

Working with successful families, businesses, and non-profits, the Murray McGehrin Group’s overarching goal is to simplify the lives of clients while efficiently working to build and preserve wealth. With each new client relationship, we start with who you are and what matters most to you.  From there, we can design and implement an appropriate strategy incorporating the many moving parts of your financial life, including investments, borrowing needs, education planning, and wealth transfer strategies.  

While process oriented and proactive in addressing client goals, we pride ourselves on being accessible and responsive to each client’s ongoing needs. This means prompt responses to each client call or email and a keen attention to detail on all projects.  We appreciate that client trust can only be gained through a high level of consistently excellent service over the long term.

Building Relationships To Last A Lifetime

With increasingly complex financial markets, working with an experienced investment professional is more important than ever. The lessons we have learned during our long tenure in the industry have proven invaluable as we skillfully guide clients through today’s complex, ever-changing investment environment.

Helping you manage your investments is just the beginning. It is our steadfast goal to develop and maintain long-term relationships and be a valued resource for you and your family.

Our diversity of age assists us in effectively communicating with every generation. Sharing similar values, we believe that client education is an important aspect of our responsibility to you and your family. We understand that clients have different levels of investment experience and we help to expand your financial knowledge so you can make objective, informed decisions about your financial life.

Approach

Helping you pursue your goals starts with getting to know you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. Our process offers a flexible framework we can call upon to help you identify and prioritize your personal and professional financial goals, including areas such as education funding or your lifestyle in the future. We also offer strategies to provide the “fit” that may best serve your objectives, risk tolerance, time horizon and liquidity needs. We help you understand fees and expenses associated with your accounts.

Capabilities

Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

Meet Our Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Cullen B Murray

Cullen B Murray

Wealth Management Advisor

410.263.0145
Martin  Mcgehrin

Martin Mcgehrin

Senior Financial Advisor

410.263.0167
Matt McGehrin

Matt McGehrin

Senior Financial Advisor

410.263.0155
Mary  Brown

Mary Brown

Client Associate

410.263.0139

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.