Kevin W. Murphy
Partner and Wealth Advisor
Kevin Murphy has had the privilege of walking with and guiding clients through some of the most challenging and exciting times of their lives for the past 15 years. As of September 30, 2014, Kevin was ranked No. 14 among his former broker/dealer nationwide in advisory managed assets. He has received top advisory managed asset awards from his former broker/dealer for the past seven years* and has presented at national conferences regarding the value for clients in implementing Kevin’s comprehensive advisory-focused approach. He utilizes a unique approach to discovering each client’s lifetime and legacy aspirations and deploys the associated tools to work toward achieving those objectives. His direct hand in the investment team allows for collective and local decision-making on the quality of investments utilized to support his clients' dreams. Kevin spent the first decade of his professional career helping private corporations and local communities identify and prioritize multimillion-dollar capital improvement projects, which involved assisting in budgeting, financing, and execution. His desire to shift his focus to individuals and their success led him to co-found Legacy Wealth Partners, where he is able to examine each client's unique situation and provide them with a comprehensive investment strategy.
Helping local communities thrive is one of Kevin’s passions. He has an opportunity to do this in helping chart his clients' financial success, which allows them to pour back into the community.
Following this theme of empowering communities to thrive, Kevin serves on the board of the Washtenaw Estate Planning Council, which is a group that focuses on enhancing clients’ estate planning and accounting pursuits in their financial planning endeavors. https://www.washtenawepc.org
Kevin has also been honored to serve on the Board and Finance Committee of a critical Non-Profit that provides tutoring, meals and housing to at-risk families and their children in Washtenaw County via Peace Neighborhood. https://peaceneighborhoodcenter.org
Kevin is a graduate of the University of Michigan with a bachelor's degree in engineering. He holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network® and has his life insurance license. He lives in Ann Arbor with his amazing family, consisting of his wife, two daughters, and three sons. Their favorite activities are going for “adventure hikes,” cycling, and swimming.
*Based on annual production.