WHO WE ARE -

Frank Murphy

Director of Trading, Portfolio Management Associate

Mr. Murphy began his analyst career as an accountant at Beaverite Products Inc. in 2004 and has been working with Morgia Wealth Management at Hightower since 2005.

Frank is our lead trader and he is responsible for precisely monitoring the portfolios for position targets, overall asset allocation targets and clients’ cash flow needs. He prepares our financial planning reports and is knowledgeable about budgeting, cash flows and social security planning. He also utilizes his skills to assist the team in monitoring performance reporting and with tax minimization strategies by helping to reduce taxable gains for clients.

Mr. Murphy has a Bachelor’s Degree in Finance from Oswego State University and he holds his Series 7 & 66 licenses.

151 Mullin St.
Watertown, NY 13601

Office: (315) 222-7148
Fax: (315) 836-0058
Toll Free: (888) 369-8880

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