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

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

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Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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