Cary Ann MurphyCary Ann MurphyVice PresidentInvestment Associate
About Cary
Cary Ann Murphy is an Investment Associate with J.P. Morgan Wealth Management. Cary Ann heads our client service day-to-day operations and is responsible for handling and resolving client queries, developing strategies for improving customer services, maintain business relationships with existing clients, and onboarding new clients. She serves as a dedicated resource for all client concerns and has excellent communication skills and is in frequent touch with clients.
Cary Ann has over 25 years of service, she began her career in 1997 at A.G Edwards. Cary Ann then moved to William Blair, where she was responsible for client onboarding, addressing inquiries and cash management needs. She later joined the Hafner team in 2015, where she gained valuable relationship management skills and works diligently to deliver an excellent customer service experience. She holds FINRA Series 7 and 66 licenses.
A native of Chicago, Cary Ann currently resides in West Chester, PA, with her sons Anthony and Connor, and husband, Sean. To relax, she loves to travel, read and spend time with family and friends.
Insights
Outlook
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September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target
October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read NowMarkets
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October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read NowWealth Planning
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October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowWealth Planning
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October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowOutlook
September 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowMarkets
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October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read NowWealth Planning
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