Lori Julian-Murphy

Lori Julian-Murphy, CRC®
Financial Advisor Private Client Group Truist Investment Services, Inc.

302 E Atlantic Ave

2nd Floor,

Delray Beach, FL 33483-4535

About me

Background

Lori Julian-Murphy is a Director and Financial Advisor with Truist Investment Services, Inc. She offers clients more than 37 years of comprehensive wealth management experience, including 27 years with Truist and its predecessor firm SunTrust. She has a team approach that brings together specialists in investments, financial planning, credit, and estate strategies. 

Lori specializes in private wealth management and focuses on providing comprehensive investment solutions to families, business owners, and corporate executives. Her practice has always focused on building meaningful, long term relationships by establishing herself as her client’s trusted financial advisor. She follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. She also consults on risk management, retirement planning, and other critical financial strategies. Managing wealth strategies for multigenerational families, Lori takes the time to listen and fully understand what is most important to her clients, their families and their business.

Lori is a Chartered Retirement Planning Counselor™ (CRPC®).

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science Finance and Marketing
Niagara University 1981 1985

Personal Interests

Lori is a native of upstate New York and relocated to South Florida 37 years ago; she currently resides in Lighthouse Point. She's actively involved in the local community. She's a former board member of the Delray Beach Public Library, a member of the Palm Beach County Medical Society and a new volunteer to Mission Fishin of Lighthouse Point.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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