Joshua Murty
Josh Murty is a Senior Vice President and Wealth Management Advisor who works with high‑net‑worth and ultra‑high‑net‑worth individuals and families with complex planning needs.
Josh focuses on investment strategy and long‑term wealth planning, helping clients evaluate how their portfolios, estate plans, and financial structures align with their goals over time. He brings extensive experience working with complex investment strategies and complex estate planning considerations, particularly for families navigating multi‑generational planning, concentrated wealth, and significant life transitions.
He takes a disciplined, thoughtful approach to investment management, emphasizing alignment between strategy, risk tolerance, liquidity needs, and long‑term objectives. Josh frequently collaborates with clients’ attorneys, CPAs, and other advisors to help ensure investment and estate planning decisions are coordinated and support the broader financial picture.
A graduate of the California State University, Fullerton, College of Business and Economics, he also completed an executive education program at Yale University. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Investment Management Analyst® (CIMA®) designation, reflecting his commitment to ongoing professional education and advanced training in investment management and wealth planning.
*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on September 4, 2019. Rankings based on data as of March 31, 2019.
2019 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1980 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
