
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

In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
