Experience Makes all the difference

At the Murray Financial Group, we combine diversified portfolio construction with tactical risk management to help our clients achieve their goals. We construct each portfolio to maximize potential returns while applying risk control to each client's unique needs.

Mission Statement:
We are committed to enhancing the lives of our clients by helping them be more successful stewards of their wealth. Our purpose is to partner with you in the pursuit of your life goals.

Value Proposition:
Our team is committed to providing strategies tailored to the unique needs of each client. We apply our extensive experience in the investment markets to structure a risk management process applied to each client's overall portfolio. Working together, we bring trust, experience and a clear sense of purpose to your investment journey.

Stephen W. "Steve" Murray

Senior Vice President - Wealth Management
Portfolio Management Program Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Visit my personal page
813-227-2815

email   Connect with me on LinkedIn



What he does
Since 1986 Steve has worked in the financial service industry helping affluent families and individuals manage and preserve their wealth. He strives to take client's financial goals and implement solutions that help achieve them. By focusing his investment management strategy on risk control, he constructs clients' portfolios based on their specific risk tolerance in efforts to maximize potential returns.

Who he serves
Over the years, executives, entrepreneurs, affluent families and businesses have turned to Steve for financial planning and insight. He presently works with multiple generations of investors, many of them children, and grandchildren of his earliest clients. By educating the future inheritors of his client’s wealth, he helps instill sound financial practices in the future generations.

How he works
Steve tailors investment strategies biased on each clients' financial objectives and tolerance for risk. Having worked with a wide range of individuals, he understands how a combination of investments may work towards achieving a client's long-term goals. He offers clients a highly consultative approach with tailored solutions bridging investments, liability management and financial planning capabilities. Working together, we bring trust, experience and a clear sense of purpose to your investment journey.

Qualifications
Steve started his career at Shearson Lehman Brothers in 1986. In 1995, Steve joined PaineWebber, which would eventually become part of UBS.  He holds his FINRA Series 3, 7, 63 and 65 licenses, Life Health Variable Life Insurance Licence, Long Term Care Insurance Licence, as well as a Bachelors of Arts in Business Administration from the University of South Florida. Steve holds the title of Senior Portfolio Manager and has been an active CERTIFIED FINANCIAL PLANNER™ Practitioner since 1989. With more than three decades of experience, Steve has been through various market cycles and uses that knowledge to guide his investment management process.

Personal & Community
Past President – Rotary Club of Tampa East 1991-1992

Past President – Rotary Club of Tampa 2000–2001

Recognized by Rotary District 6890 as Rotarian of the Year – 2000-2001

Past Chairman of the University of Tampa Board of Fellows 2004-2005

Served as Chairman of the popular annual University of Tampa "Fellows Forum" from 2008-2018 whose proceeds benefited the UT Board of Fellows Scholarship Fund

Hosted "Money in Motion" WFLA Investment Radio Show 2004-2006

 

 


Registered States:
AL, CA, CO, CT, FL, GA, IN, MA, MI, NC, NH, NJ, NM, NY, OK, OR, PA, RI, TN, VA, WA, WI


Matthew John "Matt" Draganchuk

Client Service Associate
813-227-2813

email   Connect with me on LinkedIn



As a Registered Client Service Associate, Matt is dedicated to building relationships with clients, handling client inquiries and guiding new clients through their comprehensive onboarding process. An outgoing person, Matt is focused on helping clients reach their goals and delivering an outstanding client service experience.

Matt graduated from the University of South Florida, having majored in Finance. He is FINRA Series 7 and 66 registered.

In his free time, Matt enjoys running and cycling with his local groups in Tampa and spending time with his family and friends.


Registered States:
FL, NJ, NY