David Murphy
Senior Vice President,
Financial Advisor,
Portfolio Management Director
Direct:
(212) 613-6789(212) 613-6789
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
David Murphy is a Senior Vice President on the JK Meek Group, a Graystone Consulting team with Morgan Stanley. Based in New York City and with more than 30 years of industry experience, David’s focus is on helping high net worth investors, small business owners and Nonprofit Organizations pursue their financial goals through personalized wealth management planning and assisting with retirement plans. For Nonprofit Organizations, David designs, implements and provides ongoing review of their investments.
Prior to Morgan Stanley, David spent 11 years as a Senior Vice President and Portfolio Manager at UBS, 17 years as a Senior Vice President and a Director’s Council member with Legg Mason, as well as a senior accountant with Coopers and Lybrand for three years. David graduated with honors from Boston College where he played Varsity Baseball and received a B.S. in accounting. He also earned an M.B.A. with a concentration in finance from NYU Stern School of Business. David was awarded the CPA professional designation in 1983. (Not-practicing at Morgan Stanley)
He is a former Board Member of the New York Society of Association Executives (NYSAE). David is also actively involved in his community. He was a visiting instructor for an “introduction to investments” course at the New School University in New York. He also coached youth baseball and basketball in his hometown of Short Hills, NJ.
David contributes to a variety of publications and volunteers with several organizations, including the American Heart Association, Chamber Music America, Boston College Baseball, and the 10th Mountain Division Foundation. David is also a member of the prestigious New York Athletic Club.
2021-2022 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants).
Source: Barrons.com (Awarded April 2021. April 2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data Compiled By Shook Research LLC Based On Time Period From 3/31/23-3/31/24
Prior to Morgan Stanley, David spent 11 years as a Senior Vice President and Portfolio Manager at UBS, 17 years as a Senior Vice President and a Director’s Council member with Legg Mason, as well as a senior accountant with Coopers and Lybrand for three years. David graduated with honors from Boston College where he played Varsity Baseball and received a B.S. in accounting. He also earned an M.B.A. with a concentration in finance from NYU Stern School of Business. David was awarded the CPA professional designation in 1983. (Not-practicing at Morgan Stanley)
He is a former Board Member of the New York Society of Association Executives (NYSAE). David is also actively involved in his community. He was a visiting instructor for an “introduction to investments” course at the New School University in New York. He also coached youth baseball and basketball in his hometown of Short Hills, NJ.
David contributes to a variety of publications and volunteers with several organizations, including the American Heart Association, Chamber Music America, Boston College Baseball, and the 10th Mountain Division Foundation. David is also a member of the prestigious New York Athletic Club.
2021-2022 Barron's Top 100 Institutional Consulting Teams (formerly referred to as Barron's Top 50 Institutional Consulting Teams, Barron's Top 50 Institutional Consultants, Barron's Top 30 Institutional Consultants).
Source: Barrons.com (Awarded April 2021. April 2022). Data compiled by Barron's based on 12-month period concluding in Dec of the year prior to the issuance of the award.
2023 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
2024 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23.
2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2025) Data Compiled By Shook Research LLC Based On Time Period From 3/31/23-3/31/24
Securities Agent: NY, MA, KS, GA, CT, WY, TN, DE, WA, SC, PA, MI, MD, LA, AL, TX, NH, ND, MS, MO, OK, NJ, NC, IN, IL, DC, CA, NM, MN, ME, RI, OR, OH, KY, FL, WI, VT, NV, MT, AZ, AR, VA, UT, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2127567
NMLS#: 2127567
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Investing With Impact
All types of investors are now considering sustainable investing in their investment decisions. To see how we explore and utilize sustainable investing in our practice, please see the video above, as well as our brochure linked below.
Non-Profit Thought Leadership Resources
Non-Profit Board’s Guide to Building an Effective Investment Committee
How to position your investment committee to be successful stewards of the organization's assets
Learn More
Consultant Discretion: Assessing the Spectrum of Solutions
One of the biggest investment decisions a board will make is determining how much control they want the investment committee to have over managing assets. This choice hinges on what level of decision-making and execution the board wants the investment committee to handle internally vs. to outsource to an investment consultant.
Learn More
5 Questions to Ask Yourself Before Joining an Investment Committee
Serving on the investment committee of a non-profit board can be a powerful way to contribute to the organization’s success. This role, however, is not one you should take lightly—as stewards of the organization’s assets, the investment committee directly affects an organization’s ability to fulfill its mission.
Learn More
Aligning Portfolios with Non-Profit Missions
Non-profit boards and their investment committees are increasingly looking for ways to ensure that the companies, governments, and projects in which the organization is investing are using that capital in alignment with the organization's larger mission.
Learn MorePhilanthropy
No matter what your philanthropic ambitions, I can help you translate good intentions into an impactful strategy. From finding your cause to creating your own foundation, I am here to help.
Giving Back with Donor Advised Funds
When it comes to helping others, people are opening their wallets—wide. Charitable giving topped $471.44 billion in 2020, making it the highest year of charitable giving on record. After adjusting for inflation, charitable giving increased by 3.8%.
Read More
Using Philanthropy to Give Back to Veterans
One of the most common questions we receive from clients around national holidays that inspire patriotism is how to best help veterans. With more than 18 million veterans living in the U.S. today, and countless nonprofit organizations dedicated to improving the lives of these brave men and women, I want to highlight a few different approaches.
Learn More
Leveraging Social Media to Raise Funds and Awareness
Whether you’re on Facebook, Twitter, Instagram or any other social media site, the use of social media has become near ubiquitous. In the U.S., 7 out of 10 people use social media sites for news, entertainment and to communicate with family and friends. Given how pervasive social media has become in our lives, how can we harness this connectivity for good? Perhaps put it to work for one’s philanthropy needs.
Learn MoreDigital Tools
Our comprehensive suite of digital tools are designed to help enhance most aspects of your financial life. Here are a few of the technologies we have to offer our clients.
Morgan Stanley Online
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Learn More About MSO
Total Wealth View
We've launched a new tool that allows you to link information from your accounts at other financial institutions directly to your Morgan Stanley Online or Morgan Stanley Mobile App profile.
The ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Learn More About Total Wealth ViewThe ability to view all of your assets together provides the opportunity to advise on your Morgan Stanley accounts with your entire financial picture in mind.
Online Security Center
At Morgan Stanley, safeguarding your assets and personal information is among our highest priorities. Learn about our security measures and use our resources and ideas to help protect yourself online.
Learn More About Online Security Center
Goals Based Planning
Working with us, paired with our technology, is a great way to access advice and build a wealth plan. Read more about the advantages of working with our planning technology to help reach your financial goals.
Learn About Our Planning ToolsLocation
1 Penn Plaza 43rd
Fl
New York, NY 10119
US
Direct:
(212) 613-6789(212) 613-6789
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Are You Prepared for Tax Day?
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact David Murphy today.
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
3When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
4Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
