Kristi Murphy

Kristi Murphy

Executive Vice President
of Client Operations

Kristi L. Murphy has been in the financial industry since 1997, with the last 16 of those years being spent with the Plotkin team. Kristi received her undergraduate degree in Business Management from Towson University. Upon graduation, she went to work at T. Rowe Price in the Retirement Plans Department. When the opportunity arose, Kristi accepted a position with an independently registered financial advisor in Baltimore, by the name of Carroll, Frank and Plotkin. When Shim Plotkin decided to develop his own Registered Investment Advisory firm, Plotkin Financial Advisors, in Chevy Chase, Kristi was a valuable asset that Shim would not leave behind.

Anyone who has met Kristi knows she can best be described as a ‘people person.’ She takes a personal interest in each of the clients and displays an unwavering commitment to communicating, educating, and providing them with first class service. Her expertise in all areas of small business management is apparent through her work ethic and administration of the assets entrusted to our firm.

Kristi has lived in Maryland all her life and enjoys cooking and gardening. If you ask her about her proudest accomplishment, she will undoubtedly tell you about her two beautiful daughters Elizabeth, 13, and Samantha, 10.

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