FinTrust Capital Advisors announced that Cassidy Murphy has joined the FinTrust team as a Financial Planner. She will be responsible for collecting and analyzing client data, and the development of strategic financial plans for clients.
Cassidy was selected for the position because of her exceptional qualifications and experience. She has a B.S. in Business Administration from Columbia Southern University, served four years in the U.S. Air Force, separating as an E-5/Staff Sergeant after being stationed in Aviano, Italy and having served two deployments to Iraq and Qatar. After her military service, she joined Bank of America/Merrill Lynch and earned her CFP® certification in 2019 and her CPWA® certification in 2020 through the Yale School of Management.
“We’re really excited to have Cassidy on our team. We believe her strategic planning skills and experience will serve our clients well. Cassidy clearly understands the importance of strategic planning and how to deliver on our mission of delivering financial peace of mind with unequaled confidence and conviction” said Allen Gillespie, FinTrust Partner.
FinTrust Capital Advisors is a South Carolina based financial services firm specializing in retirement and financial planning, investment management, retirement plan consulting, risk mitigation and capital markets. FinTrust Capital Advisors serves nearly 1,000 individuals and families and 100 corporations and institutions throughout the Southeast.