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Robert Murphy, ChFC, CLU

Robert Murphy, ChFC, CLU

Financial Consultant

 

Robert Murphy has over three decades of experience in the financial services industry, having joined AXA Advisors in 1977.  During that time, Bob has built his business on meeting the short and long-term needs of his clients by taking the time to understand their goals, and then recommending solutions to meet them.   But his role doesn’t end there.  Bob prides himself on the longstanding relationships he builds with his clients.  He continually monitors client accounts on a regular basis to ensure that the financial programs in place still meet client needs as his clients move through the phases of their lives (children, grandchildren, marriage, divorce, disability, elder care, etc). 

Over the years, Bob has developed a specialty in the retirement and estate planning arena, having taken advanced training courses that earned him the AXA Advisor titles of Advanced Estate Planner, Executive Benefits Specialist and Qualified Plan Specialist.  Working with employers of small to medium size companies, as well as associations, Bob works to develop employee benefit programs to help them attract and retain talent as well as working with the business owner themselves on items such as succession planning. 

Committed to his industry, Bob completed the rigorous course of study at the American College in Bryn Mawr, PA to receive the Chartered Life Underwriters (CLU) designation in 1987 and the Chartered Financial Consultant (ChFC) designation the following year.  He is a Cum Laude graduate of St. John’s University with a Bachelor of Arts degree. 

Bob has earned many industry and company awards most notably his induction into the AXA Advisors’ Silver Medal of Honor in 2010 recognizing twenty five years of consistently outstanding performance. In 2012, he earned his 27th National Leader Corp award.

Active in his community, Bob was a volunteer firefighter for ten years and coached various sporting activities for his children.  He currently resides in Shoreham with his wife Cathy where he enjoys running, biking and tennis.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (631) 385-5268
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck