Elise Murphy, CFPÂź
Elise is a CERTIFIED FINANCIAL PLANNER âą professional. She joined Level Financial Advisorsâ 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 firmâs team of financial planning associates. She chairs the companyâs financial planning committee.
She is a member of the Financial Planning Association of WNY, as well as a former member of their board of directors, and is also a member of the Financial Planning Counselors of WNY. Elise also serves on the board of Buffalo Prenatal-Perinatal Network. She is a past participant in the University at Buffalo School of Management Emerging Womenâs Leadership Group, a past member of Buffalo Niagara 360 and a member of the Accounting and Financial Womenâs Association. Elise is also a member of the Junior League of Buffalo.
Elise has recently completed the University at Buffalo Center for Entrepreneurial Leadership – Key Persons Leadership Development Program.
When Elise is not helping her clients she enjoys spending time with her husband and daughter.
