Financial Advisor@ VALIC
Keene, New Hampshire, United States
Kathleen Murphy
GET FULL PROFILE 
Antioch University New England
Real-Time AI Research
FlashIntel GPT
Tell me more about Kathleen Murphy?
FlashIntel GPTKathleen Murphy is a highly experienced financial advisor with 29.1 years of work experience. She specializes in estate planning, investments, college savings plans, and fixed annuities. Based in the United States, Kathleen is dedicated to building and fostering strong client relationships. She understands her clients' goals and concerns and helps them align their financial plans with their values. Kathleen's strengths include being a responsible, responsible, motivator, learner, and disciplined. She has worked in various roles, including as a Financial Advisor at VALIC, Edward Jones, and the New Hampshire Institute Of Art.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
I am dedicated to building and fostering strong client relationships. I distinguish myself by taking the time to listen to my clients and understand their goals and concerns. I help them understand investing and to align their financial plans with their values. Ask me about SRI, Sustainable and Responsible Investing. The most common feedback I receive from my new clients is: "Thank you! Now I truly understand my investments and the importance of my plan." StrengthsFinder® Top 5 Themes: Achiever * Responsibility * Relator * Learner * Discipline
...See MoreWork Experience
Financial Advisor
Financial Services
Kathleen Murphy's Professional Milestones
- Adjunct Faculty (2006-08-01~2009-06-01): Delivered engaging and interactive lectures to support students' academic and professional development.
- Financial Advisor (2012-01-01~2013-05-01): Provided strategic financial advice, maximizing clients' financial growth and expanding the firm's portfolio.
Education
Master Of Education,
Masters,
Environmental Studies,
Master Of Science
Skill
Estate Planning
Iras
Investments
College Savings Plans
Fixed Annuities
Retirement Savings
Fixed Income Strategies
Retirement Planning
Wealth Management
Life Insurance
Mutual Funds
Certification
Colleagues
Marques Bates, MBA
Chief Compliance Officer
Lou McNeal
vp & treasurer at valic
Fred Brandenburg
Senior District Vice President
Beau Niedermeier, CFP®
Divisional Vice President
pat welch
executive assistant to vp at valic
Other Named Kathleen Murphy
Frequently asked questions
We found 2 Kathleen Murphy's email addresses
We found 1 Kathleen Murphy's phone numbers
Kathleen Murphy's social media include: Linkedin,
Kathleen Murphy works for VALIC
Kathleen Murphy's role in VALIC is Financial Advisor
Kathleen Murphy works in the industry of Financial Services
Kathleen Murphy's colleagues are Marques Bates, MBA,Lou McNeal,Fred Brandenburg
Kathleen Murphy's latest job experience is Financial Advisor at VALIC
Kathleen Murphy's latest education in Antioch University New England
