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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
The Murphy Group is an ambitious and results driven group that seeks to create lasting, long term relationships and become the trusted advisor to the individuals and families we work with. We feel it is essential to take time to fully comprehend each client's unique situation. By understanding what each client wants to accomplish and why, we can work together to develop a personalized wealth management strategy designed to achieve their stated goals.
Our group utilizes a disciplined investment process to help clients preserve capital, grow wealth, and maintain their accustomed financial lifestyle. We are firm believers in the diversification across all asset classes. We develop a customized asset allocation for each client, based on their risk tolerance and time horizon. Our experience shows that a predetermined and sound investment process that replaces the natural emotions of fear and greed can be the strongest factor in long-term investment success. We define our success by enabling our clients to realize their personal aspirations.
Wealth Management services focus on Investment Management, backed by award winning research. In addition, we offer Retirement planning and forecasting, advice on philanthropic giving, and trust services.
Background:
Greg has successfully earned the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. He has been appointed a Wealth Management Advisor and Senior Vice President. He is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He has been in the financial services industry since 1996. He is registered by the New York Stock Exchange and FINRA.
Greg was born and raised in Shoreview, MN. He currently resides in Little Canada, MN. He attended high school at Totino Grace and graduated from the University of St. Thomas.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
English
University of Saint Thomas
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
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