Broker Check

Meet Anne Murray

Anne Murray

Your Neighbor, the Cambridge Investment Research Advisor 

community

I've proudly called the New Hampshire Seacoast home for most of my life, residing in Hampton since childhood. Being deeply rooted in this community, I cherish the connections I've made.

As a financial planner, I enjoy meeting clients both in and out of the office, treating them like family. At Personal Financial Strategies, we prioritize genuine relationships and believe in real old-fashioned connections. Crafting personalized plans tailored to each client's financial aspirations, my team and I work tirelessly to guide our clients toward their financial success.

What do we mean when we say "Customized Financial Plans?" 

WHY PERSONAL MATTERS

My Credentials

I earned my undergraduate degree in Business Administration and Management at the University of Arizona (Go Wildcats!), and later went on to earn a Chartered Life Underwriter (CLU) designation from The American College in Bryn Mawr, Pennsylvania. I am also an Accredited Investment Fiduciary. 

Additionally, I work closely with NEA-NH (National Educators Association- New Hampshire) and New Hampshire school districts. I am highly knowledgeable in matters of New Hampshire State Retirement and retirement planning for teachers. 

Meet the Team
Outside the Office

Outside the Office

As a native New Englander, I thoroughly enjoy all four seasons. I spend my winters snowshoeing, cross-country and downhill skiing, and my summers paddle boarding, kayaking, hiking, golfing, and enjoying plenty of beach days. In between, I count myself as an aspiring yogi and beach walker, regardless of the weather.

My husband, Dave, and I find ourselves well into the empty nest phase, as both our children have relocated to different areas of the country. Our daughter, Tyler, is ambitiously pursuing her dream of becoming an artist and currently resides in Florida, which marks a significant change from her college days at the University of Vermont, where she graduated from in 2019. Our youngest, Connor, has migrated to New Mexico, where he works in an architecture firm while also pursuing real estate sales on the side. Connor graduated from the University of Miami in 2021, completing the architecture program. He has recently achieved one of his dreams by earning his private pilot's license, which will enable him to fly his real estate clients to view properties in the future. We feel fortunate to have such interesting places to visit our children.

Why Should You Work with Anne?

Why Should You Work with Anne?

Anne, with nearly two decades of experience, assists New England families in financial success.

Prioritizing long-term client relationships, she offers tailored guidance and support.

Her goal: empower you to achieve financial aspirations.

Anne's compassion and commitment extend to the Make-A-Wish Board. Outside work, she enjoys outdoor activities and yoga.


Is Personal Financial Strategies a good fit? 

OUR SERVICES