Kimberly A. Murphy, MBA, CFP®

Vice President, Director of Financial Planning Services

Ms. Murphy has more than 15 years experience in financial planning and brokerage administration. A graduate of Mercyhurst College with a Bachelor of Science degree in Business Finance and a Master of Business Administration degree from Cleveland State University, Kim has been a Certified Financial Planner™ professional since 2001.

After spending many years on the administration side of the brokerage business assisting in the successful fiscal management of a 50-office operation for a regional brokerage firm, Kim has been involved with everything from recruiting, building offices and developing compensation plans to managing offices and their profit and loss statements.

As a Certified Financial Planner™, Kim has been assisting clients and advisors alike in the creation and deployment of financial plans and financial plan reviews. In 2005, Kim joined McDonald Financial Partners where she has been involved in developing financial planning software and delivering financial planning services to advisors and their clients. Kim has supported advisors in all aspects of the financial planning process from data gathering and plan development to plan delivery and implementation.