Kimberly Murphy Email & Phone Number
VP, Director of Financial Planning @ Park Edge Advisors
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Kimberly Murphy Location
- Cleveland, OH, US
Kimberly Murphy Work
- VP, Director of Financial Planning @ (June 2022 - Present)
- Adjunct Professor @ (January 2022 - Present)
- Vice President, Director of Financial Planning @ The Lowrie Wealth Management Group (September 2020 - Present)
- Director of Financial Planning Services @ (April 2005 - September 2020)
- Business Analyst, Financial Planner, Business Development Consultant @ McDonald Investments/Key Bank (August 1996 - April 2005)
Kimberly Murphy Education
- College for Financial Planning
Master of Science - MS (Financial Planning and Services)
2016-2017 - Cleveland State University
Master of Business Administration (MBA) (MBA)
1999-2001 - Mercyhurst University 1990-1994
Kimberly Murphy Skills
- Wealth Management
- Financial Planning
- Series 7
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Finance
Kimberly Murphy Summary
- Kimberly Murphy, based in Cleveland, OH, US, is currently a VP, Director of Financial Planning at Park Edge Advisors. Kimberly Murphy brings experience from previous roles at John Carroll University, The Lowrie Wealth Management Group, Thomas McDonald Partners LLC and McDonald Investments/Key Bank. Kimberly Murphy holds a 2016 - 2017 Master of Science - MS in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Wealth Management, Financial Planning, Series 7, Asset Allocation, Mutual Funds and more. Kimberly Murphy has 2 emails and 3 mobile phone numbers on RocketReach.
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