Broker Check
Dan Murphy

 Dan Murphy is an Investment Advisor Representative with Winfield Wealth Advisors, an HBW Advisory Affiliate. Dan has been in the financial service industry since 1989. He has had many roles which have provided a well-rounded background and unique perspective in this industry, as well as how to best achieve his client's needs and goals. 

 He's worked in financial call centers, managing teams taking hundreds of calls daily in addition to the calls he personally serviced. He obtained a vast experience with access to many products and services in those roles. His experiences gave him a clear understanding what drives clients’ decisions and relationships with an advisor.

 Dan has partnered with firms of all sizes, including Merrill Lynch, Charles Schwab, and Fidelity. He has specialized in 401k, 403B and other types of retirement vehicles. He uses these retirement vehicles to facilitate solutions customized to employer and employee needs. He maximizes the benefits towards the advancement of company goals, to retain employee talent, keep costs and taxes low while keeping investment results strong. This helps the company incentivize desired behaviors to achieve positive company results. 

  Finally, Dan and his firm are avid readers and consumers of industry knowledge with a goal to constantly advance in the investment field. Winfield Wealth Advisors, an independent firm, allows for complete objectivity as it has no ties to any companies, products or services. This allows us to continue to deliver the best for our clients, based solely on the value of the products offered by any company in the industry. 

 Dan is married to his wife Nuala for 25 years and live in Elmhurst, IL with their 3 kids: Sean, Maeve and Fiona. He also serves as a coach for multiple sports at his kids` schools and has a thirst for the outdoors, reading history and spending time with his 2 dogs.

 

Education:

  • B.S. degree in Finance, Minor in Development of Western Civilization

 

Licenses and Registrations:

  • Series 65 Investment Advisor
  • Life, Health, Disability & Long Term Care Insurance