John Murfee

Senior Vice President, Private Client Advisor

Professional Profile

John Murfee is a Senior Vice President and Private Client Advisor for U.S. Trust and is based in Nashville. Well known among his friends and colleagues as a financial professional with a plain-spoken and genuine manner, John leads a very experienced team of estate and tax planning professionals, portfolio managers, private bankers, trust officers, and philanthropic experts to serve clients and their extended families. Given his personal affinity for the outdoors, John is very active with families who own or desire to own acreage in farm land and timber as part of their overall wealth management and generational planning. He also focuses on relationships with family offices around the southeastern United States.

John has nearly 30 years experience in the fixed income and equity markets. He began his career at J.C. Bradford & Company where he was a Partner in the Municipal Bond and Fixed Income Division. After J.C. Bradford was acquired, he later served as Vice-President at Stephens, Inc. and most recently as Managing Director of Institutional Equity Sales at Avondale Partners.

John and his wife Alison have lived in Nashville since they both graduated from Vanderbilt where John earned both his undergraduate degree in Economics and a Master’s in Business Administration from the Vanderbilt Owen School.  Their oldest son Jack swam for UVA where he served as Team Captain of the Men’s Swimming Team, and their youngest son Penn is a 4th generation student and athlete at Vanderbilt and is a member of the Men’s Baseball Team.

John is a member of The Econ Club of Nashville and also serves on the Board of Operation StandDown Tennessee, an organization that serves veterans. John also serves as a Board Member with Jonah’s Journey, a non-profit that assists children whose mothers have been incarcerated.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Suzanne B. Smith

Private Client Manager

615.749.3032

Megan Davis

Senior Trust Officer

615.749.3906

William Hirschman

Portfolio Manager

615.749.3515

Key Contacts

Stacia L Watkins

615.749.4228

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.