Senior Financial Officer @ (August 2014 - September 2015)
Financial Analyst @ (October 2012 - August 2014)
Institutional Fixed Income Sales Internship @ (May 2012 - October 2012)
Blake Murphy Education
The University of Alabama
Bachelor of Science (Commerce and Business Administration; Finance; Accounting Specialization)
2008-2012
Blake Murphy Skills
Wealth Management Services
Financial Planning
Personal Financial Planning
Inheritance Tax Planning
Intergenerational Wealth Transfer
Wealth Accumulation
Investments
Cash Flow Analysis
Independent Financial Advice
Fiduciary
Life Insurance
Long Term Care Insurance
Business Planning
401k Rollovers
401(k) Retirement Savings Plans
Roth IRAs
SEP IRA
Qualified Retirement Plans
Retirement Planning
Portfolio Management
Blake Murphy Summary
Blake Murphy, based in California, United States, is currently a Wealth Planner and Founding Partner at Solas Wealth Strategies. Blake Murphy brings experience from previous roles at California Wealth Transitions, Inc., Morgan Stanley and Sterne Agee. Blake Murphy holds a 2008 - 2012 Bachelor of Science in Commerce and Business Administration; Finance; Accounting Specialization @ The University of Alabama. With a robust skill set that includes Wealth Management Services, Financial Planning, Personal Financial Planning, Inheritance Tax Planning, Intergenerational Wealth Transfer and more. Blake Murphy has 1 emails and 1 mobile phone numbers on RocketReach.
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