Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Start the conversation

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

Deborah Murphy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Deb has been with the firm for over 46 years. Her areas of focus include money management, retirement and estate planning, and assisting clients in pursuing their long-term investment objectives. Deb is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
- Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- CERTIFIED FINANCIAL PLANNER®
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

deborah.murphy@ubs.com

Deborah Murphy

100 State Street,Erie,PA,16507
Mark Murphy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Mark has been with UBS for over 23 years, working with clients to construct portfolios that pursue their long-term goals. Service to existing clients is also a priority, as well as analyzing a client's retirement and college funding needs. Mark is a CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- CERTIFIED FINANCIAL PLANNER®
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

mark.murphy@ubs.com

Mark Murphy

100 State Street,Erie,PA,16507
Nathaniel Murphy

Client Associate
View bio
Nathan joined UBS in 2019 after graduating with a BS in finance from Kent State University. He assists clients with paperwork and disbursements while he completes the firm's Financial Advisor Training Program. He is also active in the community, participating in the Erie Ambassador Program.
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

nathaniel.murphy@ubs.com

Nathaniel Murphy

100 State Street,Erie,PA,16507
Gail Robinson

Senior Client Associate
View bio
- AZ
- CA
- FL
- IL
- NC
- NY
- OH
- PA
- TX
- VA
Gail has been with UBS for over 25 years and focuses on client service. She is the primary point of contact regarding account questions, statements, and documents.
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

gail.robinson@ubs.com

Gail Robinson

100 State Street,Erie,PA,16507

Deborah Murphy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Deb has been with the firm for over 46 years. Her areas of focus include money management, retirement and estate planning, and assisting clients in pursuing their long-term investment objectives. Deb is also a CERTIFIED FINANCIAL PLANNER™ (CFP®).
- Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
- CERTIFIED FINANCIAL PLANNER®
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

deborah.murphy@ubs.com

Deborah Murphy

100 State Street,Erie,PA,16507
Mark Murphy

Senior Vice President–Wealth Management

Financial Advisor
View bio Industry recognition
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- IL
- IN
- KY
- MA
- MD
- ME
- MI
- MO
- NC
- NE
- NJ
- NY
- OH
- OR
- PA
- SC
- TN
- TX
- UT
- VA
- WA
- WI
- WV
Mark has been with UBS for over 23 years, working with clients to construct portfolios that pursue their long-term goals. Service to existing clients is also a priority, as well as analyzing a client's retirement and college funding needs. Mark is a CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- CERTIFIED FINANCIAL PLANNER®
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

mark.murphy@ubs.com

Mark Murphy

100 State Street,Erie,PA,16507
Nathaniel Murphy

Client Associate
View bio
Nathan joined UBS in 2019 after graduating with a BS in finance from Kent State University. He assists clients with paperwork and disbursements while he completes the firm's Financial Advisor Training Program. He is also active in the community, participating in the Erie Ambassador Program.
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

nathaniel.murphy@ubs.com

Nathaniel Murphy

100 State Street,Erie,PA,16507
Gail Robinson

Senior Client Associate
View bio
- AZ
- CA
- FL
- IL
- NC
- NY
- OH
- PA
- TX
- VA
Gail has been with UBS for over 25 years and focuses on client service. She is the primary point of contact regarding account questions, statements, and documents.
100 State Street
Fourth Floor, Suite 460
Erie, PA 16507

gail.robinson@ubs.com

Gail Robinson

100 State Street,Erie,PA,16507

Turn possibilities into a plan

What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

^{UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.}

House View Monthly

A leading global wealth manager

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Let's move forward. Together.

Pursuing your goals together

Deborah Murphy

Mark Murphy

Nathaniel Murphy

Gail Robinson