Joseph H. Murphy
Ziegler Wealth Management introduces Joseph H. Murphy, vice president and financial advisor in its Madison, Wisconsin office. Joe brings nearly 23 years of experience as a registered representative to Ziegler, most recently serving as a vice president and financial advisor and Accredited Wealth Manager at RBC Wealth Management. Prior to RBC Wealth Management he worked as an advisor and retirement planning specialist in Morgan Stanley’s San Francisco office.
“I help my clients define and achieve financial prosperity. Working together, we create and implement innovative, results oriented solutions that focus on accumulating, preserving and transferring wealth.”
Joe is committed to providing a comprehensive and ongoing wealth management solution. Understanding that each client is unique, he practices a tailored consulting process focused on three stages in life: Your accumulation of wealth, the preservation of your wealth and the transfer of your wealth for the benefit of future generations. Placing your interests first, Joe will work with you and your family by providing personalized service through excellent communication.
Originally from Green Bay, Joe holds a bachelor of arts degree in economics from the University of Minnesota. He enjoys volunteering at his church, where he is a trustee of their endowment foundation and a member of the investment committee. Joe has enjoyed involvement in numerous community activities including coaching his four children in their many sporting activities over the years. In his spare time, he enjoys running, gardening and cooking. Joe, his wife, Anne, and family reside in Madison.
Begin by sitting down and discussing your needs and goals with Joe. He will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call the Madison office 800 545 1536 to schedule a time to meet.