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Michelle Murphy

Relationship Manager at Exencial Wealth Advisors

  • LinkedIn

I joined Exencial Wealth Advisors in January 2021 as a seasonal Tax Administrator. As much as I enjoyed my time in the Tax world, I decided to stretch my wings and join the Investment sid...

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EXENCIAL WEALTH ADVISORS

EXENCIAL WEALTH ADVISORS

  • description Description
    Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and indepe...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Employees

Miguel Rundstrom-Holguin

Investment Team Analyst Associate

Dalton Chaney

Operations Specialist I

Caleb Dillard

Chief Operations Officer | Chief Compliance Officer

Jeff Baty

Financial Advisor - Director of Wealth Management

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  • Email  :  m****@exencialwealth.com

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