Meet the team - Owen McBride, CFP, CLU, CEPA - Cleveland, OH

William G. Murphy, CIMA®, CEPA®,

Managing Director–Wealth Management

Registered States:

AK
AL
AZ
CA
CO
CT
DC
DE
FL
GA
IL
IN
KS
KY
MA
MD
ME
MI
MN
MO
NC
ND
NH
NJ
NM
NV
NY
OH
OK
OR
PA
SC
TN
TX
UT
VA
VT
WA
WI
WV

William G. Murphy, CIMA®, CEPA®,

Recognized as an industry leader:

Barron's Top 1,200 Financial Advisors, 2022, 2023
The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 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.
Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

William G. Murphy, CIMA®, CEPA®,

Credentials

Certified Exit Planning Advisor
Certified Investment Management Analyst®
Private Wealth Advisor

William G. Murphy, CIMA®, CEPA®,

600 Superior Ave E
27th Floor
Cleveland, OH 44114

(216) 736-3605

Email Me

William G. Murphy, CIMA®, CEPA®,

Managing Director–Wealth Management

Registered States:

AK
AL
AZ
CA
CO
CT
DC
DE
FL
GA
IL
IN
KS
KY
MA
MD
ME
MI
MN
MO
NC
ND
NH
NJ
NM
NV
NY
OH
OK
OR
PA
SC
TN
TX
UT
VA
VT
WA
WI
WV

Recognized as an industry leader:

Barron's Top 1,200 Financial Advisors, 2022, 2023
The Barron's rating is awarded annually in March and is based on information from the prior year Q3.
Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 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.
Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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.

Credentials

Certified Exit Planning Advisor
Certified Investment Management Analyst®
Private Wealth Advisor

600 Superior Ave E
27th Floor
Cleveland, OH 44114

(216) 736-3605

Email Me

Daniel McKenna

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AK
AL
AZ
CA
CO
CT
DC
DE
FL
GA
IL
IN
KS
KY
MA
MD
ME
MI
MN
MO
NC
ND
NH
NJ
NM
NV
NY
OH
OK
OR
PA
SC
TN
TX
UT
VA
VT
WA
WI
WV

Daniel McKenna

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 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.
Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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.

Daniel McKenna

600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

(216) 736-3603

Email Me

Daniel McKenna

Senior Vice President–Wealth Management

Financial Advisor

Registered States:

AK
AL
AZ
CA
CO
CT
DC
DE
FL
GA
IL
IN
KS
KY
MA
MD
ME
MI
MN
MO
NC
ND
NH
NJ
NM
NV
NY
OH
OK
OR
PA
SC
TN
TX
UT
VA
VT
WA
WI
WV

Recognized as an industry leader:

Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 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.
Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
UBS Wealth Management President’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

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.