Patrick MurphyPatrick Murphy, CFP®, AIF®Vice PresidentWealth Advisor
LinkedInAwards and Industry Recognition
Forbes
About Patrick
Patrick Murphy is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Patrick delivers tailored, long-term wealth plans for a diverse array of clients and their families. He has a penchant for building strong connections and serves as a champion to help clients pursue the life goals that are most meaningful to them—retirement, a second career, a dream house, education funding, vacations, second homes and more.
Bringing a holistic approach that is conservative and grounded in transparency and discipline, Patrick blends his consulting capabilities and planning background to explore potential opportunities and trade-offs. He collaborates alongside clients' attorneys and accountants to help ensure that all recommendations align with the entirety of each individualized scenario.
Patrick's 15 years of experience in wealth management follow a career in marketing, advertising and business development, where he directed large client engagements with iconic brands such as AT&T, American Express, Barnes & Noble, Prudential Insurance and Quaker Oats. From 2006 to 2010, he was the Head of New York City's Fashion/Retail Strategic Initiatives at the NYC Economic Development Corporation, a position established by Mayor Bloomberg to support one of the largest industries in NYC.
Seeking a more client-facing experience, Patrick joined Morgan Stanley Smith Barney in 2010 to focus on wealth management for pension plans, endowments and individuals. He moved to J.P. Morgan in 2018 to offer clients the quality research and fortress balance sheet of one of the most renowned financial companies in the world.
Born and raised in Providence, Rhode Island, Patrick graduated from the Moses Brown School and received a B.S. in Political Science from the College of the Holy Cross. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, which empowers him to develop wealth management strategies that target short- and long-term goals, and is an Accredited Investment Fiduciary® (AIF®). The AIF® designation signifies that a financial professional has completed training and passed an exam demonstrating their understanding of fiduciary principles and best practices for managing investments on behalf of others.
Patrick resides in New York City and is active in a variety of community organizations. He has played a leadership role as a member of the boards of directors for the following:
- Board Member and Finance Committee chair of the Carter Burden Network, whose mission is to "promote the well-being of seniors 60 and older through a continuum of services, advocacy, arts, culture and volunteer programs."
- Former board member, Empire State Pride Agenda and the NY League of Conservation Voters Education Fund.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now