Elise Murphy (CFP®)

Elise Murphy focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Charitable Giving

Corporate Executives

Divorce Planning

Tax Planning

Planning Specialties

Elise specializes in working with clients who are approaching, or recently entered, retirement. Her focus is on creating a holistic financial plan with special emphasis on minimizing taxes. Elise believes that the most important qualities in a financial advisor are honesty, transparency and trust.

Additional Information

Elise Murphy is a Partner and Director of Client Services at Level Financial Advisors. She graduated Summa Cum Laude Latin Honors from the State University of New York at Fredonia in 2011 with a double major in finance and economics. She has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2012.

She is a member of the Financial Planning Association of WNY, as well as a former member of their board of directors, and is also a member of the Financial Planning Counselors of WNY. Elise also serves on the board of the Junior League of Buffalo. She is a past participant in the University at Buffalo School of Management Emerging Women’s Leadership Group, a past member of Buffalo Niagara 360 and a member of the Accounting and Financial Women’s Association.

Elise has recently completed the University at Buffalo Center for Entrepreneurial Leadership - Key Persons Leadership Development Program.

When Elise is not helping her clients she enjoys spending time with her husband and two daughters.