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Your Team |
A Personal and Business Planning Program developed specifically for our clients and their families.
Life can be a hectic journey, full of bumps and potholes. Slowing down a bit to make some financial decisions can help
make the journey so much more rewarding – now and down the road.
Murphy & Sylvest LLC offers a variety of financial services to help meet your particular needs, whether you’re just beginning to
design a plan or already have some strategies in place.
Our professionals meet demanding criteria regarding continuing education and business conduct. They recognize how busy you are,
but they also recognize you have a multitude of financial issues that need to be addressed.
Working as part of your team of advisors, your Murphy & Sylvest LLC representative will help you develop a total plan for your
financial goals, your dreams, and your life’s journey.
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Thomas E. Murphy (CFP®,
AEP, CFBS, MSFS, CLTC, CDFA) (Partner)
Since 1988 Tom has specialized in assisting the owners and executives of corporations and high net worth individuals in
creating, preserving and transferring their wealth using innovative business continuity plans, asset protection plans and tax
favored wealth accumulation and transfer strategies.
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Susan A. Sylvest
(Partner)
Susan A. Sylvest has more than 20 years experience in wealth management, including asset allocation and investment advising
for high net worth individuals through private client portfolios, as well as with two leading private banks, Frost Bank and
Trust and Northern Trust Bank.
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Hallye E. Hall (Vice President)
In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied,
knowledgeable customers. Hall’s aptitude in analytical and advisory insight has equipped her to utilize the firm’s extensive
research and securities data to personalize each client’s planning and advisory process as well as implement recommendations
to the group’s portfolio-management strategies. Working with Murphy & Sylvest, LLC, Hall brings another element of education and knowledge
which allows her to develop stronger client relationships.
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Denise D. Caskey (Administrative Assistant)
Denise Caskey is an Administrative Assistant for Murphy & Sylvest, LLC. She is the newest member of our growing practice.
She uses her organizational skills and initiative to provide administrative and clerical support, including coordinating
events and calendars, preparing and maintaining files, and assisting the entire staff with daily operations and
correspondence.…
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Trey Berry (Operations Manager)
Trey has over 20 years experience in the administration of multiple types of insurance including group medical, dental,
vision and disability insurance. Trey has a wide range of knowledge in the field of insurance particularly in his ability
to help clients achieve and maintain peace of mind by transferring risks to insurance companies. Trey has a great desire
to provide excellent customer service to the clients of Murphy & Sylvest, LLC…
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