Murphy Lee

Murphy Lee
Financial Consultant Truist Investment Services, Inc.

2702 Bee Cave Rd

Austin, TX 78746-5642

About me

Background

Murphy Lee is a Financial Consultant with Truist Investment Services, Inc. He offers clients comprehensive experience in financial services, financial planning, retirement planning and investment management. Murphy and his team specialize in a holistic approach to understanding each client’s financial goals and building an investment strategy specifically tailored to address those goals. Murphy strives to consistently deliver exemplary service and continuously engages with clients as their families, needs and goals evolve. 

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

Education

BBA Finance
University of Georgia, Terry College of Business 2015 2019

Personal Interests

Murphy enjoys spending his free time playing golf, tennis, or pickleball and watching college football. 

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.

  • 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

To
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