
Dennis MurrayDennis Murray, CFP®Managing DirectorWealth Advisor
Awards and Industry Recognition

Forbes
About Dennis
Dennis Murray is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
In 2023, he joined the firm with his colleagues after spending most of his 20-plus year career at BNY Mellon, where he was most recently a Senior Director of Wealth Management.
Client care and consideration are at the heart of the guidance Dennis offers. Since launching his career in 1999, he has delivered a highly personal, planning-based approach informed by his rigorous training as a CERTIFIED FINANCIAL PLANNER® (CFP®) certificate holder. A devoted team player since his football playing days in college, Dennis provides holistic multigenerational planning and works with his colleagues on cash flow projections, as well as asset allocation, investment and estate planning strategies.
Never one to make assumptions about clients, Dennis makes time to ask questions, "What are your personal and financial goals? How did you get to where you are now? Who are you responsible for? What does money mean to you? And what role would you like us to play?"
Dennis's greatest professional fulfillment comes from the relationships he has nurtured with clients. His ability to hear "what is not being said" and overall emotional intelligence allow him to explore topics with clients that may be sensitive and hard to discuss. These conversations often lead to insights for estate planning, succession planning, and charitable planning strategies.
Dennis holds a B.S.B.A. from Stonehill College, where he played guard on the football team. He is a member of the Boston Estate Planning Council and has long been active in the Scituate community as a youth football and lacrosse coach. In fact, Dennis is the founder and Director of Scituate Flag Football. He is also a member of the St. Mary of the Nativity Parish Finance Council. In his free time, Dennis enjoys skiing and playing golf. He and his wife, Sarah, have three children.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights

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
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
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
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 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
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.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
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
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
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 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
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
New J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read Now
Selling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
