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Stephen O
Series 63
Alpharetta, GA
The Strategic Financial Alliance, Inc.
Stephen Oneil is a financial advisor with The Strategic Financial Alliance, Inc. in Alpharetta, GA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with The Strategic Financial Alliance since 2003. Outside of his advisory role, he is involved with North Georgia Wealth Advisors, focusing on marketing financial services and life insurance sales. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and access to third-party managers. The firm manages assets primarily on a non-discretionary basis and supports a range of portfolio programs and co-advisory arrangements.
Kevin M
CFP®, Series 66
Alpharetta, GA
The Strategic Financial Alliance, Inc.
Kevin Murphy is a CFP® professional with 17 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2014. He holds the Series 66 designation and is based in Alpharetta, GA. Outside of his advisory role, he is associated with North Georgia Wealth Advisors, a financial services and fixed insurance business. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and combines in-house management with third-party manager platforms, managing a majority of assets on a non-discretionary basis.
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