Serre Murphy
,
Senior Financial Advisor
8840 S.W. 136th St.
Miami, FL 33176
305.252.5632
Learn more about an advisor's background on
I help individuals, families, and closely-held businesses make smart, informed decisions to avoid making predictable mistakes by providing discipline, organization and convenience.
Profile

After 31 years in financial services I still get great satisfaction from working with amiable, reasonable clients who need and want help.  Collaboration is key to my success.  As an advisor in Coral Gables I welcome the chance to work with clients in Coral Gables, Miami, greater Miami-Dade County and beyond.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Serre Murphy is registered to do business in CA, DC, FL, ID, IL, NC, NY, RI.