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
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowThe duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowU.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read NowMoney and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowRetirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowInsight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowHow AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowWhat Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowInsight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now