Experience That inspires confidence

A team is defined as a group of people with a common purpose. You could say our “common purpose”, or job, is managing wealth. To us, though, it’s not a job at all, but a passion. And a promise.

We know that the information and advice we provide over time can make a valuable difference as you pursue your goals and embrace the future.

We are your sounding board. We provide insights and perspective, no matter how complex your situation. Most importantly, we can put to work for you our firm’s extensive global resources and insights so regardless of market conditions, you have a clear direction and a strategy to guide you.

Matthew B. Murphy, CFP®

Senior Vice President - Wealth Management
Financial Advisor
Retirement Plan Consultant
334-260-3879

email   Connect with me on LinkedIn



Matthew has over 10 years of experience in the wealth management industry and focuses on investment research, financial planning and client reviews. He has completed the requirements for the Portfolio Manager and Retirement Plan Consulting Specialist designations through UBS.  Matthew received his bachelor's degree from Auburn University.  He holds the Certified Financial Planner™ (CFP) designation and is a Level III Chartered Financial Analyst (CFA) candidate. Matthew and his wife, Leigh, live in Montgomery, Alabama with their three children. 


Registered States:
AL, CA, FL, GA, KY, LA, MA, MS, NC, NE, OK, SC, TN, TX, VA, WA


Rebecca Hardwich Baker, CFP®

First Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
334-260-3882

email   Connect with me on LinkedIn



Rebecca is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She received her BS in Business Administration (Accounting) from the University of Alabama as well as her Master of Business Administration (Accounting) from Auburn University Montgomery. Prior to her career in the wealth management industry, she worked for 10 years in the tax and audit areas at a CPA firm in Montgomery, Alabama.  Rebecca has experience in various areas including corporate audit, corporate and individual taxation, and wealth planning.  Rebecca focuses on client relationships and reviews, along with financial planning.  Rebecca and her husband, Jason, live in Montgomery, Alabama with their two children.   


Registered States:
AL, CA, FL, GA, KY, LA, MA, MS, NC, NE, OK, SC, TN, TX, VA, WA


Traci Hall Segrest

Client Service Associate
334-260-3877

email



Traci joined the Longleaf Wealth Management team in April of 2017.  She has been in the industry since 1996 and possesses a wealth of experience, along a broad knowledge of the financial services industry.  Traci graduated from UAB with a bachelor’s degree in Accounting and holds the Series 7, 8, 24, 63 and 66 licenses. She lives in Shorter with her husband Mike and her three step-children.


Registered States:
AL, CA, FL, GA, KY, LA, MA, MS, NC, NE, OK, SC, TN, TX, VA, WA


Dustin Grant Hatfield

Wealth Strategy Associate
334-260-3878

email



Dustin joined Longleaf Wealth Management in 2019.  He is a recent graduate of Auburn University Montgomery with a degree in Economics.  Dustin is originally from Eclectic, Alabama and is currently engaged to Rachael Lusco. 


Registered States:
AL