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$5+ trillion
In invested assets globally
As of 11/07/2023
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.
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
