Serre Murphy — Managing Director

Serre is a Managing Director and Client Advisor with Sierra Capital. He enjoys working in a collaborative, upbeat, productive environment where it is possible to help clients succeed above all else.  Serre joined Sierra Capital to help defend a clients' interests across the financial industry.

Over the last 28 years, Serre has helped advise and guide individuals, families, closely held businesses, endowments & foundations through the wealth management process.  After having worked with fine firms like Neuberger Berman, Charles Schwab & Co., Inc. and The Northern Trust Company, Serre has come to appreciate how a fee-only, independent wealth management firm like Sierra Capital can deliver a virtuous, unbiased, conflict free experience for its clients.  Ultimately, Serre welcomes the opportunity to deliver a family office style experience not possible with larger firms.

Serre graduated with a BA in Psychology and Art History from Lake Forest College, and a Master’s in Business Administration from the University of Miami. He is also a CERTIFIED FINANCIAL PLANNER.

Serre and his wife have 3 grown children and live in Miami. Outside the office, he is an ambitious DIY enthusiast, and enjoys golf, tennis and snowboarding.