Meet Our Advisor
Control your investments with service and convenience.
Financial planning isn’t just for long-term goals like retirement. It’s just as valuable in helping you plan your month-to-month expenses and short-term objectives like vacations or saving for a first home. Our financial advisors are available by appointment to meet and discuss your goals. Contact a financial advisor today to set up a free, no-obligation meeting.
Joseph Murphy
MCU Investment Services
jmurphyinvestments@millburycu.com
Joseph Murphy is the Senior Financial Advisor of MCU Investment Services. Registered through LPL Financial he oversees the investment program offered to members.
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 strategies. Joe was previously a Managing Partner at TMFS, a Registered 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.
Prior to his career in the financial services industry, Joe was commissioned as an officer in the U.S. Navy. He served for four years on active duty aboard a guided missile cruiser in the United States Pacific Fleet.
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 through LPL Financial. He also holds a Commonwealth of Massachusetts Life and Health Insurance license.
Joe assists our members at any of the five MCU Investment Services branch offices and can be reached at (508) 865-8774 or by email at jmurphyinvestments@millburycu.com
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.