Cary Ann MurphyCary Ann MurphyVice PresidentRelationship Manager
About Cary
Cary Ann Murphy is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.
Cary Ann leads The Hafner Group's client service operations, overseeing all aspects of relationship management. She is responsible for addressing client queries, developing and implementing strategies to enhance the client experience, maintaining and strengthening relationships with existing clients, and striving to ensure a smooth onboarding process for new clients. Cary Ann proactively considers client needs, coordinates with internal teams to provide a coordinated response, and serves as a dedicated resource for client concerns. Her excellent communication skills and commitment to service keep her in frequent touch with clients, helping ensure they receive prompt and professional support.
Cary Ann brings more than 25 years of industry experience to her role. She began her career in 1997 at A.G. Edwards, where she developed a strong foundation in client service and financial operations. During her time at William Blair, Cary Ann expanded her skillset to include managing client onboarding, addressing complex inquiries and overseeing cash management needs. Since joining the Hafner team in 2015, she has further honed her relationship-management approach, striving to deliver an exceptional client experience through diligence, attention to detail and a genuine commitment to client success. Cary Ann holds the FINRA Series 7 and 66 licenses.
Originally from Chicago, Cary Ann now resides in West Chester, Pennsylvania, with her husband, Sean, and their sons, Anthony and Connor. In her free time, she enjoys traveling, reading and spending quality moments with family and friends.
In 2025, Cary Ann was honored with the J.P. Morgan Advisors Chairman's Award in recognition of her outstanding contributions and commitment to client service.
Insights
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August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now