Carly Murphy, CFP®, CPWA® in

Carly Murphy, CFP®, CPWA®

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VP - Financial Consultant at Charles Schwab
📍 Tampa, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
23 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Tampa, Florida, United States
Personality Overview

How Carly shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Carly cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2020
VP - Financial Consultant
Charles Schwab
6-2017 - 10-2020
Associate Financial Consultant
Charles Schwab
5-2016 - 5-2017
Wealth Advisor Associate
Morgan Stanley
10-2015 - 4-2016
Financial Consultant Assistant
Charles Schwab
9-2010 - 9-2015
Vice President / Registered Representative
Bastoni Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
6-2022 - 6-2022
Wealth Management Theory & Practice
Yale School of Management
2004 - 2006
Bachelor
University of South Florida
2002 - 2004
Education details unavailable
California State University-Sacramento
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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