Richard S Murphy, CFP®
Vice President, Financial Advisor, Portfolio Management Director, Family Wealth Advisor
Phone:
(732) 389-5132(732) 389-5132
The Murphy Group at Morgan Stanley
Direct:
(732) 389-5186(732) 389-5186
Toll-Free:
(800) 631-2221(800) 631-2221
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
In our practice, we find that our clients have unique stories- whether personal or professional, and are extraordinary in their pursuits. Helping them make smart and informed decisions about how to save, spend, invest, borrow, and give is at the heart of our mission to assist our clients in simplifying their complicated financial lives.We seek to understand what matters most to them. What are they trying to accomplish? What are they most concerned about relative to their finances? We strive to build long-lasting, meaningful, multi-generational relationships based on trust and integrity with the individuals and families we serve.
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Location
1030 Broad Street
3rd Floor
Shrewsbury, NJ 07702
US
Direct:
(732) 389-5186(732) 389-5186
Toll-Free:
(800) 631-2221(800) 631-2221
Meet The Murphy Group
Wendy Murphy, CFP®, CRPC®
Vice President, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Family Wealth Advisor
Phone:
(732) 389-5186(732) 389-5186
About Richard S Murphy
Prior to joining Morgan Stanley in 2004, Rich had a 25-year background managing fixed income assets for individual and corporate clients of several major institutions including UBS, AIG, and Brown Brothers Harriman.
Believing that money is a tool to accomplish the things we want in life, Rich brings his Wall Street knowledge and experience managing money and building relationships to help his clients navigate their way through each stage of their financial lives. Building, preserving, and passing on a legacy involves much more than investing wisely. It requires a careful analysis of a client’s objectives, intelligent structuring of assets, and an integrated, strategic approach to planning and implementation.
Rich studied for and obtained the CERTIFIED FINANCIAL PLANNER™ designation in order to help clients accomplish their financial objectives for their families and the philanthropic organizations about which they deeply care.
Rich’s core belief in managing portfolios is to manage risk in light of each client’s individual situation. The goal is to use his disciplined investment process to generate competitive returns while preserving wealth during market downturns.
Rich was raised in Massachusetts and graduated from the University of Colorado with a Bachelor of Science Degree in Finance. He is passionate about giving back to the community, and devotes himself to several local charitable organizations. He is a trustee for the Diocesan Investment Trust for the Episcopal Church of New Jersey, and a board member of the Monmouth County Arts Council.
Believing that money is a tool to accomplish the things we want in life, Rich brings his Wall Street knowledge and experience managing money and building relationships to help his clients navigate their way through each stage of their financial lives. Building, preserving, and passing on a legacy involves much more than investing wisely. It requires a careful analysis of a client’s objectives, intelligent structuring of assets, and an integrated, strategic approach to planning and implementation.
Rich studied for and obtained the CERTIFIED FINANCIAL PLANNER™ designation in order to help clients accomplish their financial objectives for their families and the philanthropic organizations about which they deeply care.
Rich’s core belief in managing portfolios is to manage risk in light of each client’s individual situation. The goal is to use his disciplined investment process to generate competitive returns while preserving wealth during market downturns.
Rich was raised in Massachusetts and graduated from the University of Colorado with a Bachelor of Science Degree in Finance. He is passionate about giving back to the community, and devotes himself to several local charitable organizations. He is a trustee for the Diocesan Investment Trust for the Episcopal Church of New Jersey, and a board member of the Monmouth County Arts Council.
Securities Agent: UT, FL, WA, NJ, AL, NH, CA, PA, VT, NC, SC, AZ, NV, GA, ME, MA, CT, NY, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252955
NMLS#: 1252955
About Wendy Murphy
Wendy has dedicated her professional life to helping extraordinary women and their families make sense of their complicated financial lives so they can be intentional stewards of their wealth. Mother, wife, businesswoman, volunteer, advocate, and friend, Wendy brings character, compassion, and competence to clients seeking to connect the disparate threads of their financial lives.
After graduating from Skidmore College, Wendy began working in the financial services industry in Boston, took time off to raise a family, run a small business, and volunteer in many local charitable organizations. She joined Morgan Stanley's predecessor firm in 2005. Wendy and her husband Richard formed The Murphy Group at Morgan Stanley in 2009.
Wendy's goal is to be a caring and trusted advisor who provides clients with support, encouragement, and sensible investment advice as they navigate through the various stages of their lives.
She is an active volunteer in her local community. In 2018, Wendy was named a MAKER@ Morgan Stanley.
After graduating from Skidmore College, Wendy began working in the financial services industry in Boston, took time off to raise a family, run a small business, and volunteer in many local charitable organizations. She joined Morgan Stanley's predecessor firm in 2005. Wendy and her husband Richard formed The Murphy Group at Morgan Stanley in 2009.
Wendy's goal is to be a caring and trusted advisor who provides clients with support, encouragement, and sensible investment advice as they navigate through the various stages of their lives.
She is an active volunteer in her local community. In 2018, Wendy was named a MAKER@ Morgan Stanley.
Securities Agent: NJ, ME, CT, NC, CA, PA, NV, NH, MA, GA, VT, FL, UT, SC, AZ, WA, NY, TX; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1255558
NMLS#: 1255558
Contact Richard S Murphy
Contact Wendy Murphy
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
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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
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
Ready to start a conversation? Contact The Murphy Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
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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.
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CRC 6491812 (04/2024)
