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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
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What is the Social Security Fairness Act and how will it impact Social Security benefits?

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How to think about market volatility

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