Kathleen Murray, CFP®, has a diverse professional background spanning various industries including aviation, tax preparation, real estate, and financial planning. With over a decade of experience as a Wealth Manager at Dynamic Wealth Advisors, Kathleen also served as Secretary Treasurer on the board of directors for the Financial Planning Association of Greater Phoenix. Kathleen's educational background includes a BA in Business Administration from Saint Leo University and an MS in Personal Financial Planning from the College for Financial Planning.
September, 2010 - present
VP - Senior Wealth Manager at BNY Mellon Wealth Management
Partner / Private Wealth Manager at Creative Planning
Wealth Manager at Kingsview Partners
Wealth Manager at AIICO CAPITAL LIMITED
Vice President Investments-wealth Manager at Nationwide Planning Associates, Inc.
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