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Matthew Willard Murphy

Advisor at Ameriprise — Holly Springs, NC

Updated today

Credentials

Series 66

Experience

23 years

Location

Holly Springs, NC

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Matthew Murphy is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise since 2002, serving in various capacities within the firm. Outside of his advisory role, Murphy owns and serves as president of Catherine Henry Co. and operates a Cookie Cutters Haircuts for Kids franchise. He also plans to serve as chair of the Generosity Committee at Saint Francis United Methodist Church beginning in 2026. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Client services

Based on Ameriprise

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

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Holly Springs, NC

Holly Springs NC

Advisors at this office

1

Most active in

Delaware · North Carolina · Pennsylvania

Work history

23 years of industry experience

Ameriprise

2020 - Present • 6 years

Wilmington, DE

Ameriprise Financial Services, Inc.

2002 - 2020 • 18 years

Raleigh, NC

Disclosures

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

Business activities & affiliations

user avatar

Raymond E

Series 65

Cary, NC

Eustace Advisors

Raymond Eustace is a financial advisor at Eustace Advisors in Cary, NC, holding a Series 65 designation with three years of industry experience. Prior to founding Eustace Advisors, he worked at ClearComm Technical Sales from 2003 to 2020 and operated Nadaje Holdings LLC from 2013 to 2022. Eustace Advisors is an independent, fee-only firm that provides advice-only financial planning and investment analysis to individuals and high-net-worth clients. The firm’s approach is based on Modern Portfolio Theory with a focus on long-term, passive investment strategies, and it offers services including financial plan development, project-based planning, ongoing planning, educational seminars, and optional tax return preparation.

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
user avatar

Christopher F

Series 65

New Hill, NC

Confiance Financial LLC

Christopher Fauchier Nobles is the President and Chief Compliance Officer of Confiance Financial LLC and holds a Series 65 designation. He has experience in investor communications and back-office technology platforms through his executive role at BetaNXT and a prior tenure at Mediant Communications Inc. Confiance Financial provides discretionary investment management and comprehensive financial planning to individual clients, including high-net-worth individuals. The firm uses a fundamental, primarily long-term investment approach and incorporates diversified mutual funds, ETFs, and individual securities, while also employing third-party independent managers to execute strategies.

General retirement planning Income planning General tax planning Wealth management Cash flow / budgeting
user avatar

Mostafa O

Series 65

Raleigh, NC

Astrelle Capital LLC

Mostafa Omar is the sole advisor at Astrelle Capital LLC in Raleigh, NC. He holds a Series 65 credential and has two years of experience in financial advising. Prior to his current role, he spent eight years working in the restaurant industry with Lugano Ristorante, Cowfish Sushi Burger Bar, and Hibernian Co. Astrelle Capital LLC serves individuals, households, retirement accounts, trusts, and simple closely held entities with portfolio management and standalone financial planning. The firm emphasizes strategic asset allocation, tax-aware implementation, and risk controls, primarily using exchange-traded funds along with selective mutual funds, equities, fixed income, and cash equivalents.

Equity Recipients (RS/RSU, SOP, ESPP) Concentrated stock management Options & derivatives strategies Wealth management
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Naveen Reddy G

Series 65

Morrisville, NC

gnrfunds LLC

Naveen Reddy Gollapally is the sole advisor at gnrfunds LLC, an independent registered investment adviser based in Morrisville, NC. He holds a Series 65 credential and has four years of industry experience, including over a decade at Epsilon Data Management LLC prior to founding gnrfunds in 2021. Outside of his advisory work, he serves as treasurer for several day care centers planned to open in 2026 and 2027, and he is president of a UPS store, as well as a database administrator for a technology consulting firm. gnrfunds LLC serves individual investors, high-net-worth clients, and small businesses with discretionary portfolio management and retirement plan advice. The firm focuses on concentrated equity portfolios through fundamental analysis and employs various strategies including long/short positions and derivatives, offering performance-based fee arrangements to qualified clients.

Active portfolio management Concentrated stock management Options & derivatives strategies Executive
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Michael M

Series 65

Holly Springs, NC

BFWM LLC

Michael Mccall is a financial advisor at BFWM LLC in Holly Springs, NC, holding a Series 65 credential with industry experience beginning in 2022. His prior work includes roles at Buffalo Finances Inc., Site Services, and EVA Garland Associates. BFWM LLC is an independent registered investment adviser offering discretionary managed accounts, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a personalized, multi-strategy investment approach that incorporates asset allocation, dollar-cost averaging, and technical analysis, tailored to client time horizons and risk tolerances.

Annuities
user avatar

David E

Series 63, Series 65

Cary, NC

Artifex Advisory Group, Inc.

David Elliott is a financial advisor at Artifex Advisory Group, Inc. in Cary, NC, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has operated as a sole proprietor since 2013. In addition to his advisory work, Elliott is also a licensed insurance agent involved in insurance sales. Artifex Advisory Group provides fee-based investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm manages portfolios on a discretionary basis using both fundamental and technical analysis and offers ERISA-plan services including fiduciary responsibilities and participant education.

Annuities General tax planning General estate planning guidance College savings (529s, UTMA, etc.)
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