Mark B. Murphy, CLU®, ChFC®
Chief Executive Officer
Mr. Murphy is an accomplished CEO, author, speaker, motivator, and podcast host, who is transforming the financial planning and wealth management industry with his innovative and forward-thinking approach. As the Chief Executive Officer of Northeast Sequoia Private Client Group, a national financial planning and wealth management firm, Mr. Murphy is a highly sought-after key business strategist and critical thinker. He is passionate about empowering entrepreneurs to achieve multigenerational wealth by providing personalized strategies that focus on emotional fitness, wealth accumulation, and a plan that can work under all circumstances.
Mr. Murphy's expertise in strategic planning and financial engineering has benefited a diverse range of clients, including closely held businesses, mid-size companies, celebrities, athletes, hedge fund managers, doctors, dentists, and other high net worth individuals. His unwavering commitment to delivering a "wow" experience has earned him a reputation as a trusted expert in the industry.
Education
Mr. Murphy holds a B.S. in Finance from Indiana University. He holds the The Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) professional designations of the American College as well as the NFLPA Registered Player Financial Advisor designation – all of which require rigorous training and testing. Mr. Murphy’s continued commitment to education ensures that he is current with financial planning news, information and trends.
Awards and Accomplishments
Mr. Murphy is a charter member of the Guardian Chairman’s Council qualifying every year of its existence; he has qualified for twenty-eight consecutive President’s Councils. He has served on the past thirteen Executive Committees as well as many other Guardian committees such as the Field Product Committee, Park Avenue Securities (PAS), and Action Committee among others.
Mr. Murphy has been ranked #1 in New Jersey and #3 in the nation on the 2023 Forbes America's Top Financial Security Professionals List. In addition, he has achieved the status of being the #1 best-selling author on Amazon, and his third book, The Ultimate Investment: A Roadmap to Grow Your Business and Build Multigenerational Wealth, has been ranked as the #1 new release on Amazon and is now available in major airports across the country. To top it off, Mr. Murphy's podcast, The Hero of The Hour, has earned a spot in the Top 40 in the United States, securing its place in the highly competitive categories of Business and Entrepreneurship.
Membership in Professional and Civic Organizations
Mr. Murphy serves on the Board of Directors for the Association for Advanced Life Underwriting based in Washington, D.C. and is the immediate Past-President. He also serves on several corporate boards including the Board of Directors of Edulence Corporation, Dentist Select, Investors Bank, HR for Health, Runway of Dreams, and Fortune Management.
Mr. Murphy is a frequent guest speaker on topics ranging from practice merger/acquisition strategies, estate planning, charitable giving and strategies to build multi-generational wealth.
Mr. Murphy has served as the President of the American Lung Association of New Jersey, as the Vice-President of the Indiana University Alumni Association, as the Finance Chairman for Senator Thomas Kean, Jr., was a member of New Jersey Governor Christopher Christie’s Election Transition Team and a delegate to the 2012 Republican National Convention.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, CA Insurance License ID #0B36048 & AR Insurance License ID #741545, Forbes award is not issued or endorsed by Guardian or its subsidiaries. This award is endorsed but not issued by Guardian or its subsidiaries. The annual Forbes ranking of Best-In-State Wealth Advisors List [2023) is based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.