Susan Murphy, Assistant Vice President, CRPC®, is a Certified Financial Planner™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., who joined Merrill Lynch in July 2004. Susan's financial service career started in 1982 working for an insurance company. In parallel, in 1989 Susan started a successful restaurant and real-estate development company. Susan's experience and education in the areas of investments, retirement, insurance, estate planning services, taxes and wealth preservation, enables her to assist clients in developing strategies to manage their business and personal finances.
Susan assists clients in developing long-term financial strategies utilizing the premier Wealth Management processes. Whatever stage in life you have reached, you may be faced with important decisions about your future. Maybe you are trying to decide when you can afford to retire, transition into a new career, how to pay for your children's college, or you or members of your family would like to find out about long-term care insurance. Susan focuses on financial strategies incorporating insurance, investment, and banking services.
Susan is a former board member of the Dutchess Outreach and volunteers for Dutchess Outreach. Susan is a member of the American Legion Ladies Auxilliary Post 758. She resides in Hopewell Junction with her husband, Tom.