Terry Murphy CFP®, AIF®
Terry's vision was to build a firm and partner with like-minded advisors who shared the same values and high level of ethics. Terry Murphy believes strongly in the financial planning profession’s ability to improve people’s lives. Understanding what it takes to grow a business and take care of clients is at the core of Terry's experience. Advisors who join Total Clarity enjoy the ability to control the unique services they provide their clients, while tapping into the established infrastructure of an experienced team.
Terry splits his time between working with clients and recruiting, coaching and mentoring advisors. He has over 25 years of experience developing and encouraging joint work between advisors, including joint seminars and marketing efforts. He also has helped orchestrate succession plans between advisors. In his many years of experience, he has served as an OSJ and an Options Principal, as well as on the Board for the Illinois Financial Planning Association.
He enjoys helping orchestrate succession plans between advisors. When Terry isn’t hard at work, you will find him enjoying the company of his wife, Yvonne, their four daughters, and six grandchildren.
Education and Qualifications
Education: State University of New York
Licensing: Series 7, 63, 65, 4, 24 registrations through LPL Financial and Life, Accident and Health Insurance licenses
Designations: Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®)