Accredited Investors Wealth Management®
Megan Murphy is a seasoned professional with extensive experience in administrative support and client services across various industries. Currently serving as a Client Service Associate at Accredited Investors Wealth Management® since October 2021, Megan has demonstrated a commitment to building strong client relationships. Prior to this role, Megan held positions including Executive Assistant at Informed Engagement Network and Executive Assistant at CODE TECHNOLOGY, where responsibilities included liaising with executives and providing operational support. Additional experience encompasses project coordination at Abbott, administrative roles at Piper Jaffray and McCann Worldgroup, and freelance support for small businesses through Blue Pen Girl. Megan holds a BA in English from the University of Minnesota Morris.
Accredited Investors Wealth Management®
Accredited Investors Wealth Management® provides an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Our services are best suited for those in the Twin Cities and connected communities around the country who value our team approach and willingness to engage in deep relationships. Our team is comprised of professionals with wide-ranging backgrounds in accounting, law, investment research, banking, and philanthropy, all working together to craft personalized strategies for each client family. We have a profoundly collaborative culture valuing the collective “we over me” team mindset with a group of multigenerational owners serving multigenerational client families. We created the widely acclaimed Wealth Management Index™, which guides meaningful conversations about money and values, leading to personalized and proactive planning strategies. Going through this process together empowers our clients to spend their lives wisely. Founded in 1987, Accredited Investors Wealth Management® manages approximately $3 billion of investment assets as of 12/31/2022. Spend Your Life Wisely™ For important information and disclosures, please visit: accredited.com/disclosures