Lori Julian-Murphy

Lori Julian-Murphy, CRC®
Financial Advisor Truist Investment Services, Inc.

5350 Town Center Rd

Suite 200,

Boca Raton, FL 33486

Lori.Juilian-Murphy@Truist.com

Phone 561-243-6750

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About me

Background

I have over 27 years of financial services experience, including 18 years with Truist and its predecessor firm, SunTrust, based out of the downtown Delray Beach office serving both West Palm Beach and Broward Counties. I specialize in private wealth management and focus on providing comprehensive investment solutions to families, business owners, and corporate executives. 

My practice has always focused on building meaningful, long term relationships by establishing myself as my client’s trusted financial advisor. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies. Managing wealth strategies for multigenerational families, I take time to listen and fully understand what is most important to my clients, their families and their business. 

I’m a Chartered Retirement Planning Counselor™ (CRPC®).

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science Finance and Marketing
Niagara University 1981 1985

Personal interests

A native of upstate New York, I earned a B.S. in finance and marketing from Niagara University and moved to South Florida 27 years ago. I’m actively involved in the local community and spend time regularly volunteering for the Broward County chapter of Autism Society of America. My husband and I reside in Lighthouse Point with our daughters. My personal interests include traveling, fitness, boating, tennis, golf, cooking, and spending time with friends and family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Senior Vice President

Locations

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