Experience

Makes all the difference

Andrea Murphy

Senior Vice President–Wealth Management

Financial Advisor

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:
  • CA
  • CO
  • CT
  • FL
  • GA
  • MA
  • MD
  • MT
  • NC
  • NY
  • PA
  • TN
  • TX
  • WA
  • WV

Credentials

  • CERTIFIED FINANCIAL PLANNER™
1985 Eastwood Roads
Suite 110
Wilmington, NC 28403

Email Me

Gwendalyn Smyth

Client Associate

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

Email Me