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Donald Murphy Jr.

Advisor at Morgan Stanley

Updated today

Location

Anthem, AZ

Credentials

Series 63, Series 65

Industry experience

42 years

About

Donald Murphy Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, National Association since 2015, having also worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm‑approved tools and modeling techniques such as Monte Carlo simulations.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

Anthem, AZ

Most active in

Arizona · Illinois · Texas

Work history

Morgan Stanley Private Bank, National Association

2015 - Present (11 years)

Morgan Stanley Smith Barney

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

General retirement planning Retirement income strategy Income planning Wealth management Options & derivatives strategies Executive Founder/Business Owner
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Noel E

Series 65

Carefree, AZ

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Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

Annuities
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William L

Series 65

Cave Creek, AZ

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William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Cash flow / budgeting Debt management Income planning Retirement withdrawal strategies Tax strategies for small businesses Founder/Business Owner Retired Approaching retirement
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Gregg T

Series 65

Scottsdale, AZ

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College savings (529s, UTMA, etc.) Options & derivatives strategies Private / alternative investments
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Jacob P

Series 65

Phoenix, AZ

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Options & derivatives strategies Active portfolio management Private / alternative investments
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Anthony I

Series 63, Series 65

Carefree, AZ

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Wealth management Retirement income strategy Annuities
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