Kevin Murphy

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research. This advisor has paid a fee to receive expanded profile features, such as profile photo and contact information.

Forbes Lists

Forbes Best-In-State Wealth Advisors (2024)

Louisiana

Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.

Team Member - Best-In-State Wealth Management Teams (2024)

Source: Forbes.com (Awarded Jan 2024) Data Compiled By Shook Research LLC Based On Time Period From 3/31/22-3/31/23.

About Kevin Murphy

Founded by Kevin Murphy in 1982, Laveer Wealth Management specializes in strategies for retirement income, tax planning, estate planning, and wealth management. We view our role as problem solvers and guides on each client's unique journey. Laveer blends a multitude of services into a holistic, tailored advice for each client, creating deeper more personal relationships. Giving clients the confidence that their families are in good hands for generations to come. The team provides service to clients in 34 states and currently has locations in South Carolina, Georgia, Mississippi and Louisi... Read More

The description above is provided by Kevin.

Focus Area / Customer Base

Investment managment, retirement income planning, Estate Planning Strategies, Wealth Preservation Strategies

Kevin Murphy's Awards

2024

Forbes Best-in-State Wealth Advisor

2020-2024

2024

Laveer Wealth Management, Forbes Best-in-State Wealth Management Teams

2023-2024

2024

Ameriprise Circle of Success Chairman's Advisory Council

2001-2024

2001

Ameriprise Diamond Ring

2006

Ameriprise Hall of Fame

AUM is as of 6/30/2022. This data was used by SHOOK Research for the 2023 Best-In-State Wealth Advisors Ranking.

Laveer Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Ameriprise Financial, Inc., and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Not FDIC or NCUA| Insured No Financial Institution| Guarantee May Lose Value