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Edward Dunphy

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Edward Dunphy

Regional Vice President | Mercer Advisors

Village of Massapequa Park, New York, United States

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Edward Dunphy

Summary

Edward Dunphy is a seasoned financial professional currently serving as the Regional Vice President at Mercer Advisors, where he excels in high net worth wealth management. With a Bachelor of Science in Business Administration from the University of Delaware, he has cultivated a robust expertise in financial planning, investment advisory, and asset allocation. Edward's career spans multiple prestigious firms, including TD Ameritrade and Fidelity Investments, where he has held various leadership roles. His strategic approach to wealth management and dedication to client success distinguishes him in a competitive industry. Edward is passionate about leveraging technology in financial services, evidenced by his proficiency in tools like Money Guide Pro and Salesforce. He is committed to continuous professional development and is always open to networking opportunities. Outside of work, he enjoys engaging with community initiatives and exploring new investment strategies.

General

Generalist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Edward Dunphy

Work Experience

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Regional Vice President at

Mercer Advisors

January 2021 - Present

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Branch Manager at

Td Ameritrade

October 2018 - December 2020

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Senior Financial Consultant at

Td Ameritrade

March 2011 - October 2018

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Account Executive at

Fidelity Investments

January 2011 - February 2011

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Investment Representative at

Fidelity Investments

April 2009 - January 2011

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Financial Advisor at

Ameriprise Financial Services, LLC

October 2004 - March 2009

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Edward Dunphy

Education

University of Delaware, Bachelor Of Science (Bs)

January 2000 - January 2004

Frequently Asked Questions about Edward Dunphy

What is Edward Dunphy email address?

Edward Dunphy's primary email address is *************@td.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Edward Dunphy work for?

Edward Dunphy is a Regional Vice President at Mercer Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Edward Dunphy graduated from?

Edward Dunphy holds a degree in Business Administration And Management, General from University of Delaware.

How can I directly contact Edward Dunphy?

To contact Edward Dunphy directly, you can use the email address *************@td.com. Complete contact information is available upon registration with Muraena.

Who is Edward Dunphy?

Edward Dunphy is a seasoned financial professional currently serving as the Regional Vice President at Mercer Advisors, where he excels in high net worth wealth management. With a Bachelor of Science in Business Administration from the University of Delaware, he has cultivated a robust expertise in financial planning, investment advisory, and asset allocation. Edward's career spans multiple prestigious firms, including TD Ameritrade and Fidelity Investments, where he has held various leadership roles. His strategic approach to wealth management and dedication to client success distinguishes him in a competitive industry. Edward is passionate about leveraging technology in financial services, evidenced by his proficiency in tools like Money Guide Pro and Salesforce. He is committed to continuous professional development and is always open to networking opportunities. Outside of work, he enjoys engaging with community initiatives and exploring new investment strategies.

Edward`s contact details

mail

*************@td.com

*************@fmr.com

*************@fidelity.com

*************@merceradvisors.com

*************@ampf.com

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Cfp Adam Lee

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Andrew Thompson

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Andrew Beck

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Gary Williams

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Gary Foodim

Chief Marketing Officer

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