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William G. Murphy, CIMA®, CEPA®,

Managing Director–Wealth Management

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

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. 
  • Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2025, 2026The 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.
  • NAPA Top DC Advisor Teams, 2025, 2026The NAPA rating is awarded annually in March based on information from December of the prior year.
  • UBS Wealth Management Chairman’s Council, 2025UBS 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. 

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

Email Me

William G. Murphy, CIMA®, CEPA®,

Managing Director–Wealth Management

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

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. 
  • Barron's Top 1,500 Financial Advisors, 2026The Barron's rating is awarded annually in March based on information from the prior year Q3.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2025, 2026The 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.
  • NAPA Top DC Advisor Teams, 2025, 2026The NAPA rating is awarded annually in March based on information from December of the prior year.
  • UBS Wealth Management Chairman’s Council, 2025UBS 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. 

Credentials

  • Certified Exit Planning Advisor
  • Certified Investment Management Analyst
  • Private Wealth Advisor
600 Superior Ave E
27th Floor
Cleveland, OH 44114

Email Me

william.murphy@ubs.com
William G. Murphy, CIMA®, CEPA®,
600 Superior Ave E,Cleveland,OH,44114

Daniel McKenna

Senior Vice President–Wealth Management

Financial Advisor

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

Daniel McKenna

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2025, 2026The 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

Email Me

Daniel McKenna

Senior Vice President–Wealth Management

Financial Advisor

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

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024, 2025The 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, 2023, 2025, 2026The 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. 

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

Email Me

daniel.mckenna@ubs.com
Daniel McKenna
600 Superior Avenue East,Cleveland,OH,44114

Kevin Murphy, CFP®

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Kevin Murphy, CFP®

Credentials

  • CERTIFIED FINANCIAL PLANNER

Kevin Murphy, CFP®

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

Email Me

Kevin Murphy, CFP®

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI

Credentials

  • CERTIFIED FINANCIAL PLANNER
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

kevin.g.murphy@ubs.com
Kevin Murphy, CFP®
600 Superior Avenue East,Cleveland,OH,44114

Erin Ventura

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Erin Ventura

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

Email Me

Erin Ventura

Senior Wealth Strategy Associate

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MD
  • MI
  • MN
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

erin.ventura@ubs.com
Erin Ventura
600 Superior Avenue East,Cleveland,OH,44114

Dorothy Gindlesperger

Senior Client Associate

Registered States:
  • OH

Dorothy Gindlesperger

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

Email Me

Dorothy Gindlesperger

Senior Client Associate

Registered States:
  • OH
600 Superior Avenue East
26th + 27th Floor
Cleveland, OH 44114

Email Me

dorothy.gindlesperger@ubs.com
Dorothy Gindlesperger
600 Superior Avenue East,Cleveland,OH,44114

Products and services mentioned on these web pages may not be available for residents of certain nations.  Please consult the sales restrictions relating to the service in question for further information. http://www.ubs.com  

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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