Kimberly A. Murphy, MBA, CFP®
Director of Financial Planning Services
Ms. Murphy has over 15 years experience in financial planning and brokerage administration.
A Graduate of Mercyhurst College with a BS in Business Finance and an MBA from Cleveland State University, Ms. Murphy has been a Certified Financial Planner™ professional since 2001.
Kimberly spent many years on the administration side of the brokerage business assisting management in the successful fiscal management of a 50 office operation for a regional brokerage firm. Kim has been involved with everything from recruiting, building offices and developing compensation plans to managing office and their profit and loss statements.
As a Certified Financial Planner™ professional, Kim has been assisting clients and advisors alike in the creation and deployment of Financial Plans and Financial Plan Reviews.
In 2005, Kim joined McDonald Financial Partners where she has been involved in developing financial planning software and delivering financial planning services to advisors and their clients. Kim has supported advisors in all aspects of the financial planning process from data gathering and plan development to plan delivery and implementation.