About Adam J. Murray
Adam is a Managing Director and Financial Advisor at Morgan Stanley and the founder of The Murray Legacy Group, a team committed to delivering thoughtful financial advice and long-term planning strategies to accomplished professionals and families. Drawing on nearly 20 years of experience advising clients at some of the highest levels of their fields, a background in investment banking, and a disciplined approach shaped by collegiate athletics, Adam has built a practice defined by clarity, responsiveness, and enduring relationships. Under his leadership, the group has developed distinct verticals serving attorneys, corporate executives, and professionals in the sports and entertainment industry.
In addition to his leadership of the group, Adam directs the team’s Legal Industry practice, which focuses exclusively on working with some of America’s most prominent law firms and attorneys. He works closely with Financial Advisor Philippa Lumsden to guide attorneys through the unique planning needs of their careers, including compensation structures, savings programs, and benefits distinctive to legal professionals. Adam is also a frequent guest speaker at law firm conferences and events.
Continuing the group’s commitment to industry-specific advice, Adam is spearheading a growing sports and entertainment initiative that can help serve professional athletes, entertainers, agents, and industry executives. Working alongside Financial Advisor Katelyn Goodwin, he helps clients, and their trusted representatives navigate the complex and fast-paced nature of careers in the public eye – addressing variable income, risk exposure, and long-term wealth strategies with thoughtful, personalized planning.
He develops and implements wealth management strategies by concentrating on financial planning, portfolio construction, risk management, and behavioral counseling. Adam is known for delivering highly responsive, individualized strategies through a disciplined, objective planning process, always with a focus on building lasting relationships and exceptional client service.
Adam was named one of the Best-In-State Wealth Advisors by Forbes Magazine in 2019, 2021, 2022, 2023, 2024, and 2025. The Murray Legacy Group has also been recognized as one of the Best-In-State Wealth Management Teams by Forbes in 2023, 2024, and 2025, each of the first three years the list was compiled. In addition, Adam has been recognized as a Five-Star Wealth Manager by Philadelphia Magazine each year since 2013 (2013–2024).
He has earned Morgan Stanley’s Family Wealth Director designation, which is awarded to advisors with extensive experience working with ultra-high net worth families and comprehensive training in multigenerational wealth planning. This designation provides direct access to a range of resources designed to help highly affluent families manage the complex and evolving challenges of significant wealth.
Adam has also been awarded the firm designation of Senior Portfolio Management Director at Morgan Stanley, the firm’s highest internal designation for Financial Advisors who manage client assets on a discretionary basis.
He previously served on Morgan Stanley’s Financial Advisor Advisory Council (FAAC), where he acted as a liaison between Financial Advisors and Senior Management, providing feedback on key initiatives and collaborating on strategic enhancements to benefit both clients and the firm. He continues to speak on firm-hosted panels, participate in mentorship programs focused on developing the next generation of advisors, and support both emerging and established advisors with practice management strategies.
Adam holds the CERTIFIED FINANCIAL PLANNER® and Certified Portfolio Manager (CPM®) designations, as well as Series 7, 31, 63, 66, and Insurance licenses. He earned his CPM® through Columbia University and completed the Wealth Management Theory & Practice program at Yale University. These credentials reflect his belief that advanced technical knowledge and disciplined planning are essential to delivering thoughtful, results-oriented advice.
He received his undergraduate degree from Duke University, where he was a four-year starter and three-year captain on Duke’s Division I baseball team. Adam joined Morgan Stanley following a career in investment banking in both New York and Philadelphia, where he provided merger and acquisition and corporate finance advisory services to emerging growth and public and private companies.
Adam is a member of The Union League of Philadelphia, The Merion Cricket Club, and The Avalon Yacht Club. He is an active alumnus of The Episcopal Academy (EA), and in 2011, was the youngest member ever inducted into EA’s Athletic Hall of Fame. He currently serves on EA’s Board of Trustees and its Athletic Hall of Fame Committee.
Email: Adam.Murray@morganstanley.com
Phone: (610) 260-7009
The awards/ratings listed above are based on quantitative and qualitative criteria. The awards/ratings may not be representative of any one client’s experience and is not indicative of the Financial Advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee in exchange for the awards/ratings.
Awards Disclosure
2023-2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2019, 2021, 2022, 2023, 2024 & 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
2019-2025 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2019-2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2013-2024 Five Star Wealth Manager Award
Source: fivestarprofessional.com (Awarded 2013-2024) These awards were determined through an evaluation process conducted by Five Star Professional, based on objective criteria, during the following periods:
2024 Award - 02/13/24 - 08/30/24
2023 Award - 02/13/23 - 08/31/23
2022 Award - 02/21/22 - 08/19/22
2021 Award - 01/18/21 - 09/03/21
2020 Award - 02/10/20 - 09/11/20
2019 Award - 02/11/19 - 09/20/19
2018 Award - 02/20/18 - 09/19/18
2017 Award - 01/20/17 - 09/08/17
2016 Award - 03/05/16 - 10/07/16
2015 Award - 03/05/15 - 09/09/15
2014 Award - 03/05/13 - 09/09/13
2013 Award - 03/05/12 - 09/09/12
CRC 4709299 07/25
Securities Agent: PA, MA, AZ, FL, OR, GA, CA, VA, CT, MT, ME, LA, IN, WY, WI, NV, SC, NC, MD, KY, OH, NH, WA, RI, MI, DE, VT, NY, NJ, MO, MN, IL, DC, UT, TX, TN, CO; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1279200