Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Mature couple front yard

Andrea C Murphy, CPFA, CFP

Senior Vice President–Wealth Management

Portfolio Manager

Andrea Murphy is a CERTIFIED FINANCIAL PLANNER, Portfolio Manager, First Vice President - Wealth Management at UBS Financial Services Inc. in Wilmington, NC. As a Portfolio Manager, Andrea has experience in developing customized goal-based strategies and recommendations for these individuals, families, and small businesses.

Andrea has been in the financial services industry since 2001. Prior to joining UBS, she worked for over 10 years as a Wealth Advisor for Merrill Lynch. During her tenure, she was able to assist her clients with a broad array of financial services. Those services included investments, trusts, philanthropy, estate planning, insurance, mortgage, business and personal banking. Andrea works closely with clients, their tax and legal advisors to provide a holistic approach to wealth management. She develops customized strategies for asset and liability management, tax minimization strategies, asset preservation, and generational transfers.

As a Portfolio Manager she can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm’s Portfolio Management Program, a Portfolio Manager may manage strategies on a discretionary basis. Andrea strives every day to work with integrity and compassion as well as provide exceptional service.

Andrea received her degree in finance from the University of North Carolina at Wilmington. She also completed the education component for the CFP certification at Duke University. She in an active volunteer in the community and was Chair of Furever Friends Animal rescue.

Registered States:
  • AL
  • AR
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MS
  • MT
  • NC
  • NJ
  • NM
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WV
  • WY

Education

  • B.S. Finance, University of North Carolina at Wilmington

Credentials

  • Portfolio Manager
  • CERTIFIED FINANCIAL PLANNER™

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Retirement planning
Estate planning strategies
Legacy planning
Custom portfolios
Business Owners
Investing
1985 Eastwood Roads
Suite 110
Wilmington, NC 28403
  • (910) 509-2184

Email Me

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

  • Andrea 10-2021

    Andrea Murphy

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • AL
    • AR
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • ME
    • MI
    • MS
    • MT
    • NC
    • NJ
    • NM
    • NY
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA
    • WV
    • WY

    Andrea Murphy is a CERTIFIED FINANCIAL PLANNER™, Portfolio Manager, First Vice President - Wealth Management at UBS Financial Services Inc. in Wilmington, NC. As a Portfolio Manager, Andrea has experience in developing customized goal-based strategies and recommendations for these individuals, families, and small businesses.

    Andrea has been in the financial services industry since 2001. Prior to joining UBS, she worked for over 10 years as a Wealth Advisor for Merrill Lynch. During her tenure, she was able to assist her clients with a broad array of financial services. Those services included investments, trusts, philanthropy, estate planning, insurance, mortgage, business and personal banking. Andrea works closely with clients, their tax and legal advisors to provide a holistic approach to wealth management. She develops customized strategies for asset and liability management, tax minimization strategies, asset preservation, and generational transfers.

    As a Portfolio Manager she can help clients pursue their objectives by building and managing her own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies. When servicing clients through the firm’s Portfolio Management Program, a Portfolio Manager may manage strategies on a discretionary basis. Andrea strives every day to work with integrity and compassion as well as provide exceptional service.

    Andrea received her degree in finance from the University of North Carolina at Wilmington. She also completed the education component for the CFP® certification at Duke University. She in an active volunteer in the community and was Chair of Furever Friends Animal rescue.

        • CERTIFIED FINANCIAL PLANNER™
        1985 Eastwood Roads
        Suite 110
        Wilmington, NC 28403
      • Gwen 10-2021

        Gwendalyn Smyth

        Client Associate

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          Gwen joined Andrea Murphy as her Client Service Associate in 2021 with over a decade of financial industry experience. Gwen is your primary source of contact, dedicated to providing exceptional customer service. She is here to assist you with setting an appointment, brokerage deposits, funds transfers, check requests, statements or tax reporting copies and questions regarding your accounts. Gwen is a graduate from UNC Wilmington and enjoys her family, boating, the beach, bike riding and staying active outdoors.

                1985 Eastwood Road
                Landfall Park North, Suite 110
                Wilmington, NC 28403

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Retirement planning

              Retirement planning

              Women on the rise

              Women on the rise

              Portfolio management

              Portfolio management

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

              Backed by the strength of UBS

              A global leader in wealth management

              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

              Our global footprint

              Global leader

              UBS is a world-leading wealth manager