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Daniel M

Series 63, Series 65

New Bern, NC

Commonwealth Financial Network

Daniel Murphy is a financial advisor with Commonwealth Financial Network based in New Bern, NC. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Murphy has been with Commonwealth since 2009 and has managed Murphy Matza Wealth Management since 2013. He also serves as an elected Town Commissioner for Trent Woods, NC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and back-office support, with a range of discretionary model portfolios and customizable investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Elevia H

Series 63, Series 66

New Bern, NC

Commonwealth Financial Network

Elevia Hearne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Commonwealth Financial Network since 2011 and at Murphy Matza Wealth Management from 2013 to present. Hearne also engages in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides back-office support, technology, investment management, and compliance services to affiliated advisors who deliver customized portfolio solutions under Commonwealth’s supervision.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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James F

Series 66

New Bern, NC

Commonwealth Financial Network

James Frevola is a financial advisor at Commonwealth Financial Network with four years of industry experience. He previously served seven years in the United States Navy and has worked at Murphy Matza Wealth Management since 2022. He holds the Series 66 designation. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a range of adviser-support services including managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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