Ferrell Wealth Management | Financial Advisor in Winter Park ,FL

1400 W Fairbanks Ave
Suite 202
Winter Park, FL 32789

The Future is What we Make of it!


About

Ferrell Wealth Management Inc. is a private Investment Advisor,
registered with the Securities and Exchange Commission (SEC) and
the state of Florida. As an independent, predominantly fee-based
firm, we have only your best interests in mind. Our investment
advisors will get to know you and identify your long term
objectives and needs ? then, they will develop a
personally tailored plan to help you achieve your goals.
Individual, family and business issues are addressed to help you
anticipate and prepare for significant financial events before
they occur. Safeguarding your wealth, and planning long-range to
maximize it, is at the heart of every service offered by Ferrell
Wealth Management. We thoroughly analyze your unique needs and,
just as thoroughly, research the investment and planning
alternatives that will meet them, taking a disciplined, objective
approach to helping you achieve your investment and financial
planning goals. Our financial advisors are highly skilled and
committed to your ongoing success. Ferrell Wealth Management,
Inc. currently manages over $300,000,000 for individuals, trusts
and estates. Using a holistic approach, recognizing the
portfolio as one part of our client?s entire financial plan, we
provide clients with a full range of investment advisory
services.

30+ Years of Experience



General Information
Firm Start Year:   1996
No.of Employees:   5-9
Name of Broker/Dealer:   Triad
Name of Custodial Firm:   Charles Schwab
States Licensed in:   FL
Number of Years with Current Firm:   18
I work with the following types of clients:   Non-Profit Organizations , Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Insurance , Mutual Funds , Bonds , Stocks , Annuities , Commodities
I can meet clients in the following ways:   At your office , At your home , Via email , Via phone , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Annuity , Variable Life , Long Term Care , Life , Health
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , American Institute of Certified Public Accountants (AICPA) , Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   190+
Assets Managed by Firm:   $300,000,000+
Advisor's Number of Clients:   190


Compensation & Fees
Minimum Portfolio Size for New Managed Accounts:   $250,000


Board Positions
Organization:  Old Florida and New Traditions Bank  Winter Park, FL
Position :  Board of Directors
Duration :  June 2008-Currently holding


Education
B.S. Business Administration - Double Major in Accounting and Finance  University of Central Florida - Orlando, FL
August 1976-May 1980

MBA  Florida State University - Tallahassee, FL
August 1980-May 1981



FAQs

  • Do you have a customer satisfaction or refund policy? Our firm is proud to say we have a greater than 90% retention rate with our clients.
  • What are your qualifications? What is your education background? Certified Public Accountant (CPA) Certified Financial Planner (CFP) Personal Financial Specialist (PFS) Certified Investment Management Consultant (CIMC) University of Central Florida, Accounting and Finance Florida State University, Masters in Business Administration (MBA)
  • How are you compensated? How will I pay for your services? Our firm charges a % fee based on the size of the invested portfolio.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No, we have discretionary authority with our clients and act in a fiduciary manner.
  • Do you offer any guaranteed results? No.
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James  Ferrell

James  Ferrell

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA

Biography


Jimmy is a native of Orlando and is the founding shareholder and
President of Ferrell Wealth Management, Inc. and Ferrell & Kelly,
LLC. Prior to Ferrell Wealth Management, Jimmy was co-founding
shareholder of Chastang, Ferrell, Sims & Eiserman, LLC (now
Clifton Larson Allen). Jimmy also formerly served as a senior
consultant in the tax department of Price Waterhouse. Jimmy
holds designations as a Certified Public Accountant (CPA),
Certified Financial Planner (CFP), Personal Financial Specialist
(PFS), and Certified Investment Management Consultant (CIMC) and
is a member of the American Institute of Certified Public
Accountants, Florida Institute of Certified Public Accountants
and Investment Management Consultants Association (IMCA).


Jimmy graduated summa cum laude from the University of Central
Florida with a double major in Accounting and Finance and
received a Master in Business Administration with a Finance
specialization from Florida State University. Jimmy is actively
involved in local organizations including: Morning Star
Charities, Inc. (President), Winter Park Chamber of Commerce,
University of Central Florida Foundation (Chairman of Investment
Committee), The Center for Advanced Entrepreneurship at Rollins
College (Board of Directors), Jimmy also serves on the Board of
Old Florida Bancshares, Inc. and New Traditions Bank. Jimmy is
an inductee into the UCF College of Business Administration Hall
of Fame. Jimmy was the recipient of the 2012 Service to UCF
Award and one of the four honorees of the American Diabetes
Association?s 2014 Father of the Year Awards.

My Services


Financial Planning for Individuals

We manage our client portfolios in a manner that is aligned with your unique strategy and that encompasses the many facets of your life. Our team of carefully selected professionals will assure consistently top quality service. We not only provide an efficient team approach, but with our strategic alliances with professional organizations, we are able to offer you the integrated, comprehensive investment services necessary to effectively manage your wealth


Portfolio Management

Our goal is to provide wealth management services that exceed client expectations. We utilize Modern Portfolio Theory for building superior investment portfolios aligned with each clients? investment objectives and risk Tolerance. This methodology protects investor wealth from the perils of non-diversification while providing opportunities for growth across the various asset classes.


Retirement Planning

Safeguarding your wealth, and planning long-range to maximize it, is at the heart of every service offered by Ferrell Wealth Management. We thoroughly analyze your unique needs and, just as thoroughly, research the investment and planning alternatives that will meet them, taking a disciplined, objective approach to helping you achieve your investment and financial planning goals. Our financial advisors are highly skilled and committed to your ongoing success.


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My Team


Crystal  Garner
Crystal Garner

Vice President

Crystal is V.P. of Relationship Management and a Senior Financial Advisor for Ferrell Wealth Management. Crystal builds trusting relationships with clients and ensures their requests, objectives and expectations are met or exceeded. Through frequent contact and a deep understanding of each client?s situation, she proactively addresses needs, concerns or relevant changes clients may be experiencing or need to prepare for. Crystal is passionate about delivering superior service, and is always eager to provide guidance, reassurance, insight, solutions & peace of mind. Crystal also oversees the many facets of daily operations for the firm and coordinates the activities of staff, account custodians, secondary managers and other pa ...more


J.L. Hurt IV, MBA
J.L. Hurt IV, MBA

Senior Financial Advisor

J.L. serves as a Financial Advisor and Portfolio Manager for Ferrell Wealth Management. In addition to providing independent, objective guidance to clients, he is also responsible for performing research and analysis on investment vehicles. J.L. also ensures that allocations among investment choices are aligned with each client?s objectives. J.L. combines personal attention, his passion for analysis, and his background in portfolio management to help clients determine and reach their financial goals. Before joining Ferrell Wealth Management, J.L. worked for ICC Capital Management as an Assistant Portfolio Manager managing the firm's large cap growth strategy which had assets in the $200 million range. Mr. Hurt was responsibl ...more


Eric  Faber
Eric Faber

Financial Advisor

Eric is a Financial Advisor for Ferrell Wealth Management and is currently working toward obtaining CFP certification. He is responsible for assisting clients in setting and achieving their long-term financial goals. Eric is a native of Orlando and a graduate of Rollins College where he obtained a Bachelor?s degree in Political Science and played Division II basketball earning All-American honors. Eric is pursuing a Master of Business Administration from the University of Central Florida. Before joining the Ferrell Wealth Management team, Mr. Faber worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Christian Service Center of Orlando.


Communities Served

Altamonte Springs Apopka
Astatula Casselberry
Christmas Clermont
Debary Deltona
Eustis Geneva
Gotha Intercession City
Kissimmee Lake Mary
Longwood Montverde
Mount Dora Oakland
Ocoee Orange City
Orlando Oviedo
Saint Cloud Sanford
Sorrento Windermere
Winter Garden Winter Springs
Zellwood

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM