Kelvin Murphy

Wealth Advisor

Kelvin Murphy, CFP®, is an Associate Partner and Wealth Advisor at Corient, a leading fee-only Registered Investment Advisor in the United States. With a robust background in trust administration and financial planning, they previously served at Wells Fargo as a Trust Administrator and at U.S. Trust, Bank of America Private Wealth Management as a Trust Administrative Officer II. Since 2015, they have been a Financial Planner at RGT Wealth Advisors, where they develop comprehensive financial plans and investment portfolios for clients. Kelvin earned an MBA with a focus on Trust and Wealth Management from Campbell University in 2012.

Location

Dallas, United States

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