Back to Our Team ico
Katie-Murphy-2
KATIE MURPHY

Client Services Associate

Katie Murphy joined The Fiduciary Group in 2025 as a Client Services Associate, where she supports the onboarding and ongoing service of client investment accounts. In this role, she assists with account documentation and updates, helps coordinate client requests, and works closely with advisors to ensure a smooth and organized experience for clients. She also contributes to internal technology and process improvements, helping the firm explore tools and ideas that can streamline workflows and strengthen operational efficiency.

Katie holds Bachelor of Science degrees in Finance and Business Economics and passed the Uniform Investment Adviser Law Examination (Series 65) in 2025. Prior to joining The Fiduciary Group, she gained experience across several financial and operational roles, including positions with BNY Mellon, PNC Bank’s Corporate and Institutional Banking Summer Program, and Federated Hermes Investment Management. These roles provided exposure to capital markets, investment research, and financial operations, helping shape her analytical and detail-oriented approach.

In addition to her work supporting clients and advisors, Katie values being part of a collaborative team environment where learning and professional development are encouraged. She remains an engaged alumna of Saint Vincent College and the McKenna School of Business and looks forward to becoming more involved in community and professional organizations in the future.

Outside of work, Katie enjoys spending time outdoors and with her two dogs.

alt

Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

If you’re seeking a partner who measures success in decades, not quarters, we’d welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

© Copyright 2026 The Fiduciary Group