Andrea Murphy Doolan, CFP®

Andrea joined The Murchison Group in March 2026 as a Financial Advisor.  She is also an accomplished CERTIFIED FINANCIAL PLANNER® professional, a designation widely recognized as the standard of excellence in wealth planning.  With more than 25 years of experience in the financial services industry, Andrea brings extensive expertise in helping individuals, families, and small businesses pursue their financial goals through personalized, goal-based strategies. Before joining The Murchison Group, she spent 15 years as a Senior Vice President, Wealth Advisor, and Portfolio Manager with UBS and Merrill Lynch, where she built a strong foundation in comprehensive wealth management.

Andrea specializes in a broad range of financial services, including investment management, 401(k) planning, philanthropy, estate and trust planning strategies, insurance strategies, liability management, and both personal and business banking. She works closely with clients—as well as their tax and legal advisors—to develop integrated wealth management strategies that address asset and liability management, tax-efficient planning, asset preservation, and generational wealth transfer.

Andrea earned her degree in Finance from the University of North Carolina Wilmington and completed the educational requirements for the CFP® certification at Duke University.

She is also active in her community and previously served as Chair of Furever Friends Animal Rescue from 2017–2018. Outside of work, Andrea enjoys spending time with her daughter, Charli, and her husband, Brendan.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Wells Fargo Advisors Financial Network is not an FDIC-insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC.