Merrill
47yrs
Top advisor by experience in Cincinnati
42yrs
James Murphy has worked in the financial industry for 42 years and is a fiduciary financial advisor based in Cincinnati, Ohio. James has been with PNC Wealth Management since 2007; before that, James spent three years at Natcity Investments and two years at Provident Investment Advisors. PNC Wealth Management offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 2460 advisors with offices in Cincinnati, and one of 1997 fiduciaries.
At a glance
Experience42 years (since 1984)
How that compares ?Top 1% by experience at PNC Wealth Management
Office9650 Colerain Avenue, Cincinnati, OH 45251
How the firm is paid ?Percent of assets
Typical client at the firm ?$182,752
Advisors at the firm1,165
States licensed ?1 state
Services through PNC Wealth Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2007 – nowPNC Wealth Management LLCCurrent firm
- 2004 – 2007Natcity Investments, Inc.Previously
- 2002 – 2004Provident Investment Advisors Inc.Previously
Contact James
(800) 762-6111Firm headquarters in Pittsburgh, PA. Ask for James. 9650 Colerain AvenueCincinnati, OH 45251Office · Get directions LinkedIn pagePNC Wealth Management
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call PNC Wealth Management at (800) 762-6111 and ask for James Murphy. James works from the Cincinnati, OH office.
How long has James been a financial advisor?
James has been in the industry since 1984, about 42 years. Top 1% by experience at PNC Wealth Management.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
PNC Wealth Management reports being paid by a percentage of the assets they manage. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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