Andrea Murphy is an Assistant Vice President, Financial Advisor with the Merrill Lynch Global Wealth Management in Wilmington, NC. She has been working in the financial services industry since 2002. As a Financial Advisor, she works with individuals, corporations and nonprofit organizations to develop customized financial strategies. Andrea strives to identify and develop every client's specific needs and aspirations in order to protect and accumulate their wealth, as well as plan for their future. Through continual contact with her clients and utilizing the specialists and modern technology available at Merrill Lynch, Andrea is able to efficiently help individuals attain their goals. These goals can range from retiring without worry, to college plans for their children, estate planning issues, banking needs, developing financial strategies and overall wealth management.
Prior to joining Merrill Lynch, Andrea was a Vice President of Wealth Management for Wachovia/Wells Fargo. There she was able to assist her clients with a broad array of financial solutions from investments, trusts, estate planning, insurance, mortgage, and business and personal banking.
Andrea is a licensed securities and insurance representative, and a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Her vast background in both business and personal banking sets Andrea apart from her peers. Her integrity and compassion for others is unrivaled as is the exceptional service she provides to each of her clients.
Andrea received a degree in finance from the University of North Carolina at Wilmington. Outside of working for Merrill Lynch she volunteers for Furever Friends, a non-profit dog rescue organization devoted to helping adoptable dogs and cats find permanent homes. Andrea has served on the Southeast Board of Directors for the March of Dimes, Make a Wish and has volunteered for the New Hanover Chamber of Commerce for over 8 years.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements.