Joseph Murphy is the Program Manager and Financial Advisor of MCU Financial Services. Registered through CUSO Financial Services, L.P. (CFS) he oversees the investment program offered to members.
Joe works directly with credit union staff, members, and our CFS team. He assists his clients with retirement planning, strategic asset allocation and wealth transfer strategies. He is committed to providing his clients access to sound and honest investment advice and solutions. Joe was previously a Managing Partner at TMFS, an Investment Advisory firm in Braintree, MA. He also worked at Fidelity Investments in Boston over a ten year period in a variety of sales and management positions.
Joe earned his Master’s degree in Business Administration from Boston University School of Management and has a Bachelor’s Degree from the College of The Holy Cross.
He holds the FINRA Series 7, 8, 24, 63, and 65 securities licenses. He also holds a Commonwealth of Massachusetts Life and Health Insurance license and earned the Chartered Mutual Fund Counselor (CMFC®) designation from the College of Financial Planning.
Joe assists our members at any of the five Millbury Federal Credit Union branch offices and can be reached at (508) 865-8774 or at jmurphyinvestments@millburycu.com