portrait of Brendan Murphy
FINANCIAL ADVISOR
Accepting New Clients
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About Brendan

As an Edward Jones financial advisor, I believe it’s important to invest my time into understanding what is most important to you and your family. I want to know what you are working towards, your goals, your unique circumstances and your comfort with investment risk. I will work closely with you, your CPA, attorney and other professionals to develop a personalized financial strategy that is appropriate for you and your family or business.

My primary goal is to help you organize your finances, build a personalized financial strategy and help you protect your wealth. I believe everyone deserves sound financial...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Business Retirement Plans
  • Healthcare Professionals

Work History

  • Edward JonesAugust 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • College for Financial PlanningCertificate
  • National Univ-San DiegoExecutive MBA

Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Community Outreach
  • Social Responsibility
  • Aviation

Team Members

  • Shannon Steel
    Sr. Branch Office Administrator
  • Emily Lanning
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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