Andrea McMurran

Andrea McMurran,

CFP® Vice President, Towne Wealth Management Financial Advisor, RJFS

Andrea began her career in the financial services industry in 1996 and has developed her experience in investments, financial planning, and compliance. As a team member with her husband, Rob McMurran II, J.D, Assistant Vice President, Towne Wealth Management and Financial Advisor, RJFS, she serves her clients with exceptional care and compassion. First and foremost an advocate for her clients, Andrea endeavors to help the families they serve to sustain and grow their wealth.

After getting to know you and having a complete understanding of your investment objectives and your tolerance for risk, Andrea and Rob will work closely with you to develop a customized financial plan designed to meet your long-term financial objectives. Their planning-based approach is designed to help you meet current financial needs while looking towards the future; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals.

Originally from Portsmouth, Virginia, Andrea graduated from Old Dominion University with a Bachelor of Science in Psychology and a Minor in Business Administration. She earned the professional designation of Certified Financial Planner™ in 2008. Prior to joining Towne Wealth Management in 2024, Andrea has worked at UBS Financial Services and the Registered Investment Advisory Firm, Monaco Capital Management. Away from the office, Andrea enjoys time with her family, the beach and boating on Hatteras Island. A former president of the charitable organization the Portsmouth Service League, Andrea is passionate about her community. She has volunteered her time at the HER shelter, Children’s Museum of Virginia, and Children’s Hospital of the King’s Daughters*.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.