Cary Ann MurphyCary Ann MurphyVice PresidentRelationship Manager
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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March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowMarkets
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowReal Estate
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowInvesting
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March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowWealth Planning
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowOutlook
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowFamily Legacy
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March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWealth Planning
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowFamily Legacy
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
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