Jeffrey Murry, CFP®, MBA

Wealth Management Consultant

Jeff Murry is a wealth management consultant at 1st Global, where he assists advisors in building their businesses by working with them to market to their clients and by providing solutions for their clients’ financial services needs. He began his career at 1st Global in 2010 and previously served as a client services representative and an IMS trader. He values that his current role allows him to help advisors succeed by using wealth management services to help their clients achieve their goals.

Jeff received his Bachelor of Business Administration degree in finance from Stephen F. Austin University and his Master of Business Administration degree in strategic management from the University of North Texas. His parents and grandparents instilled in him the importance of making wise financial decisions, which helped him appreciate the study of economics more and eventually led him to the financial services industry. Prior to 1st Global, he was a financial advisor at Citizens Financial Group, and he takes pride in his current role in being able to follow through on the timely and quality work that the advisors he works with have come to depend upon and expect. He has passed his FINRA Series 7, 24 and 66 exams.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s Initial and ongoing certification requirements.