Partner Content
Presented by:
The Murray Group at UBS knows clients and their families have unique needs and goals: some merely desire a comfortable retirement while others seek to leave significant legacies. For decades, the Murray Group has worked with high-net-worth individuals and multi-generational families to help them articulate, hone, and achieve these goals.
The Murray Group prides itself on the relationships forged with clients. After a member of the team discovers each client’s personal needs through the Murray Group’s financial planning process, they leverage the capabilities and resources of a leading global wealth manager, UBS, to build non-proprietary investment solutions.
The Murray Group is led by Jonathan Murray, Financial Advisor and Managing Director – Wealth Management, who shifted from a career in higher education to investments. Jonathan began his investment career with Kidder, Peabody before taking the position of vice president, investments at Legg Mason. In 2006, he moved his growing team to UBS Financial Services Inc., where he provides clients with truly holistic and customized wealth management strategies.
For 25 years, Jonathan served as the daily financial market update commentator on WBAL Radio in Baltimore. His Closing Bell Report attracted a dedicated local following by making market news and technical insights readily accessible to the lay listener.
“I have tried to maintain that educational approach to helping folks with understanding the world of investments,” says Jonathan. “One of the things that gray hair and 35 years of experience gives you is that I’ve heard it all…as a result, we provide our clients with the advice and the counsel to be confident in their investment plan .”
The Murray Group’s mission is to provide quality strategies customized to client needs. The goal is to be each client’s primary source of financial advice. To this end, the Murray Group concentrates its efforts on developing long-term relationships through a commitment to quality client service.
“Financial planning has as much to do with people’s emotions and what’s important to them as it does picking the right investments,” says Palmer Murray, Financial Advisor Associate,. Palmer joined The Murray Group after gaining three years’ experience at UBS’s Manhattan and Weehawken, New Jersey offices. Working in national sales at the former, Palmer provided research to financial advisors throughout the country. From there, Palmer worked on one of UBS’s largest New York City teams as a client service associate before moving to serve clients of his own in the UBS Wealth Advice Center.
The Murray Group believes that by taking a comprehensive approach as early as possible, it can help clients pursue their financial goals more effectively. A member of the team can help design a flexible wealth management plan that is appropriate for each individual and their family, while also taking advantage of potential tax-saving opportunities and the Murray Group’s experience in helping manage assets.
Jason Lowy, financial advisor and managing director-wealth management, explains that, “Investors have so much access to information. Our job is to weed through that minutia, to be that lighthouse on a foggy day, to really home in on the investments that are appropriate for you and achieving your goals to create a legacy.”
If you are interested in an evaluation of your current financial plan, contact The Murray Group to be connected to a wealth management professional.
The Murray Group Financial Advisors are Registered Representatives of UBS Financial Services Inc. a subsidiary of UBS Group AG. Member FINRA/SIPC in 307 International Circle, 4th Floor, Hunt Valley, MD 21030. The information contained in this article is not a solicitation to purchase or sell investments. Any information presented is general in nature and not intended to provide individually tailored investment advice. The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Investing involves risks and there is always the potential of losing money when you invest. The views expressed herein are those of the author and may not necessarily reflect the views of UBS Financial Services Inc. Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.
As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.