Tax Preparer/Client Service


Jamie joined Murphy Wealth Management Group in October 2021 with a degree from Pace University in Accounting and Finance.  Jamie’s focus will be on Tax Preparation and Client Service to integrate with the firms’ Retirement and Financial Planning Services.  

Jaimie’s experience in Tax Preparation and Customer Service will be an asset to the MWMG Team and servicing our clients.  Jamie also hopes to begin studying to become a financial advisor for MWMG as well. 

*Professionals associated with Murphy Wealth Management Group may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and offer investment advice through Murphy Wealth Management Group, a registered investment advisor; or (2) solely tax professionals of MWMG Tax Services, and not affiliated with LPL Financial.  [Tax/accounting/CPA] related services offered through MWMG Tax Services DBA MWMG Tax Services is a separate legal entity and not affiliated with LPL Financial, LPL Financial does not offer tax advice or [Tax/accounting/CPA] related services.

Jamie Santavy