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Ronan Jeffrey Murphy

Advisor at Mariner — Nashville, TN Harpeth Valley Pl

Updated today

Credentials

Series 65

Experience

1 year

Location

Nashville, TN 37221

Mariner logo

Mariner

Enterprise

Total advisors

1,001

Across 212 offices

Clients per advisor

55 Typical

Avg AUM per client

$2,116,909 Very High

HNW client ratio

41% Very High

About

Ronan Murphy is a financial advisor at Mariner with one year of industry experience. He holds a Series 65 designation and has prior experience at HBKS Wealth Advisors and Penn State University. Outside of finance, he has been involved with Johnson Estate Winery. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm combines customized discretionary portfolios with extensive tax and accounting integration, along with operational CFO capabilities and a Financial Wellness Platform for employer clients.

Client services

Based on Mariner

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

Expertise

Based on Mariner

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Mariner

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for financial planning and consulting services, fixed fees for tax services, minimum quarterly fee $1,875

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%

Commissions

Commission-based compensation for insurance products and brokerage through affiliated broker-dealer MSEC LLC

Project-based

Hourly rates for consulting and tax preparation services, specific rates negotiable/not specified

Other

Account minimum: $100,000 Minimum fee: Quarterly minimum fee of $1,875

Location

See office

Nashville, TN Harpeth Valley Pl

905 Harpeth Valley Pl

Nashville TN 37221

Advisors at this office

12

Most active in

Tennessee

Work history

1 year of industry experience

Mariner

2025 - Present • 1 year

Nashville, TN

Mariner

2025 - Present • 1 year

Nashville, TN

Penn State University

2024 - 2025 • 1 year

Erie, PA

Mariner

2024 - 2024 • 1 year

Nashville, TN

HBKS Wealth Advisors

2022 - 2022 • 1 year

Fredonia, NY

Penn State University

2021 - 2025 • 4 years

Erie, PA

Johnson Estate Winery

2020 - 2025 • 5 years

Westfield, NY

Fredonia Central School District

2015 - 2021 • 6 years

Fredonia, NY

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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Chris S

CFP®, Series 66

Nashville, TN

Stevens Investment Counsel LLC

Chris Stevens is a CFP® and holds a Series 66 designation. He currently leads Stevens Investment Counsel LLC and has prior experience working at CapWealth Advisors, Bank of America, and Merrill Lynch Pierce Fenner & Smith Inc. Stevens Investment Counsel LLC serves individuals, high-net-worth clients, charitable organizations, and businesses by providing asset management and financial planning services. The firm employs a multi-disciplinary investment approach combining fundamental, technical, and quantitative analysis with strategic and tactical asset allocation, offering discretionary portfolio management and financial planning at no extra cost.

Income planning Executive
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Jacob G

CFP®, Series 63, Series 65

Franklin, TN

Defining Wealth

Jacob Gardner is a CFP® with eight years of industry experience, currently serving as a financial advisor at Defining Wealth in Franklin, TN. He has held multiple roles within Defining Wealth’s affiliated entities since 2023 and previously worked at Silver Oak Securities, Inc., Tfo Tdc, LLC, Washington Avenue Advisors, and Jackson National Life Distributors LLC. Gardner is also a co-founder and managing member of two insurance agencies affiliated with Defining Wealth. Defining Wealth Partners serves individual and high-net-worth clients and small businesses, providing financial planning, retirement-plan advice, and portfolio management. The firm employs an evidence-based, broadly diversified buy-and-hold investment approach with an emphasis on low-cost, tax-aware implementation using ETFs, mutual funds, equities, fixed income, and institutional sub-advisers.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Timothy C

Series 63, Series 65, CFP®, TPCP®

Nashville, TN

Applied Capital LLC

Timothy Cantrell is a financial advisor with Applied Capital LLC in Nashville, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He worked at Northwestern Mutual Investment Services, LLC from 2013 to 2015 before joining Applied Capital in 2015. Cantrell is also involved with Cantrell and Associates, a non-investment-related business entity he owns. Applied Capital LLC provides discretionary investment management and financial planning services mainly to individual and high-net-worth clients. The firm focuses on long-term asset allocation and diversification utilizing mutual funds, ETFs, equities, bonds, and select alternative investments, while integrating digital estate-planning tools and multi-tiered financial planning options.

General tax planning General retirement planning Roth conversion strategy Early retirement planning Wealth management Self-Employed Doctor or Medical Professional Executive Approaching retirement Established Professionals
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Henry T

Series 63, Series 65, CFP®, Series 7

Nashville, TN

Raymond James & Associates

Henry is a financial advisor with Raymond James & Associates in Nashville, TN, holding Series 7, 63, Series 65 licenses (and CFP designation). He has nine years of industry experience. He serves as Treasurer and Board Member of the nonprofit’s Blind Early Services TN and Autism Career Training. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both retail and institutional clients through various advisory programs.

Wealth management Roth conversion strategy Retirement income strategy Tax-loss harvesting Charitable giving tax strategies Founder/Business Owner Retired Executive Real Estate Professional Self-Employed
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William A

Series 66

Nashville, TN

Center Hill Wealth, LLC

William Adams is a financial advisor at Center Hill Wealth, LLC in Nashville, TN, with 17 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he serves as secretary for G&L Acquisition, LLC, a real estate company based in Tennessee. Center Hill Wealth provides investment advisory services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm combines fundamental and technical analysis with sector research and both long- and short-term trading strategies, while also offering retirement plan consulting and oversight of third-party money managers.

Active portfolio management
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Joel B

Series 66

Franklin, TN

Joel Busboom Financial, LLC

Joel Busboom is a financial advisor at Joel Busboom Financial, LLC in Franklin, TN, with six years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James & Associates and Southport Capital. Outside of advising, he serves as a small group leader in the Army Reserves and owns The Inspired Workplace, a consulting and financial education business. Joel Busboom Financial provides portfolio management and financial planning services to individual and high-net-worth clients. The firm emphasizes fundamental analysis and develops personalized investment policies, managing most accounts on a non-discretionary basis while also offering educational seminars and access to third-party managers.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Debt management Wealth management
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