Elise Murphy, CFP®
Elise is a CERTIFIED FINANCIAL PLANNER ™ professional. She joined Level Financial Advisors’ planning and investment management team in January 2012. She graduated with Summa Cum Laude Latin Honors from the State University of New York at Fredonia in December 2011 with a double major in finance and economics.
Elise creates financial plans, retirement projections, and investment strategies for her clients and also supervises the firm’s team of financial planning associates. She chairs the company’s financial planning committee.
She serves on the board of the Financial Planning Association of WNY and is a member of the Financial Planning Counselors of WNY. She is a past participant in the University at Buffalo School of Management Emerging Women’s Leadership Group, a past member of Buffalo Niagara 360 and a member of the Accounting and Financial Women’s Association. Elise is also a member of the Junior League of Buffalo.
When Elise is not helping her clients she enjoys yoga and crocheting.