Daniel J. Murphy

Daniel J. Murphy

CFA, CFP®, Senior Vice President - Investments

Phone: 503.534.5484
E-mail:


Dan's overall objective is to help clients become, and remain, financially independent through all types of economic conditions. When working with new clients, he begins with a thorough analysis of circumstances and goals. Portfolios are then structured based on this analysis, and managed for the appropriate rate of return commensurate with prudent risk tolerance.

As a Chartered Financial Analyst and a Certified Financial Planner®, Dan has the technical training to complement over 30 years of experience managing investment portfolios. He considers the development of long-term relationships and watching clients reach their investment goals as his greatest professional achievements.

Dan started his career with Merrill Lynch in 1980. Later, he joined Prudential Securities and Smith Barney before moving his investment practice to Umpqua Investments.

Dan grew up in Alaska and earned a Bachelor of Arts in International Studies from the University of Oregon. In his free time he enjoys travel, athletics, and coaching youth basketball. Dan and his wife Andrea have been married for over 30 years and have two daughters.

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Address:
385 First Street, Suite 217
Lake Oswego, OR 97034

Umpqua Investments, Inc. is not a bank. Securities, managed investments, insurance products and wealth planning are offered through Umpqua Investments, Inc., Member FINRA/SIPC. Umpqua Investments, Inc. is an affiliated company of Umpqua Bank.

Securities, managed investments and insurance products are: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • and MAY GO DOWN IN VALUE. Umpqua Bank and Umpqua Investments, Inc., share revenue in certain instances.

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Check the background of this financial professional on FINRA's BrokerCheck