Elise Murphy (CFP®)
Elise Murphy focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Corporate Executives
- Divorce Planning
- Tax Planning
- Baby Boomers
- Business Owners
- Charitable Giving
- Corporate Executives
- Divorce Planning
- Tax Planning
Planning Specialties
Elise specializes in working with clients who are approaching, or recently entered, retirement. Her focus is on creating a holistic financial plan with special emphasis on minimizing taxes. Elise believes that the most important qualities in a financial advisor are honesty, transparency and trust.
Additional Information
Elise Murphy is a Partner and Director of Client Services at Level Financial Advisors. She graduated Summa Cum Laude Latin Honors from the State University of New York at Fredonia in 2011 with a double major in finance and economics. She has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2012.
She is a member of the Financial Planning Association of WNY, as well as a former member of their board of directors, and is also a member of the Financial Planning Counselors of WNY. Elise also serves on the board of the Junior League of Buffalo. She is a past participant in the University at Buffalo School of Management Emerging Women’s Leadership Group, a past member of Buffalo Niagara 360 and a member of the Accounting and Financial Women’s Association.
Elise has recently completed the University at Buffalo Center for Entrepreneurial Leadership - Key Persons Leadership Development Program.
When Elise is not helping her clients she enjoys spending time with her husband and two daughters.
NAPFA Start Date
March 02, 2023
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