Chad Ferrell Email & Phone Number
Managing Partner @ Transcendent Capital Group
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Chad Ferrell Location
- Oklahoma City, OK, US
Chad Ferrell Work
- 2021 -now Managing Partner @
- 2005 -2021 President and Financial Advisor @ Ferrell Wealth Management, Inc.
- 1998 -2005 Vice President - Investments @ Smith Barney - Citigroup
- 1994 -1998 Financial Consultant @
Chad Ferrell Education
- Oklahoma State University
Bachelor of Science (BS) - Business (Finance, Accounting & Economics)
1988-1992
Chad Ferrell Skills
- Retirement Planning
- Income Planning
- College Funding Guidance
- Charitable Giving Consultation
- Asset Allocation Guidance
- Guidance on Employee Incentive Stock Options
- Total Net Worth Management
- 401(k) Planning
- Estate Planning
- Financial Advisory
- Financial Services
- Investment Planning
- 401(k) Rollovers
- Leadership
- Portfolio Management
- 401k Rollovers
- Team Building
- Business Development
- Customer Service
- Wealth Management
- Financial Planning
- 401 Planning
- 401 Rollovers
Chad Ferrell Summary
- Chad Ferrell, based in Oklahoma City, OK, US, is currently a Managing Partner at Transcendent Capital Group. Chad Ferrell brings experience from previous roles at Ferrell Wealth Management, Inc., Smith Barney - Citigroup and Merrill Lynch. Chad Ferrell holds a 1988 - 1992 Bachelor of Science (BS) - Business in Finance, Accounting & Economics @ Oklahoma State University. With a robust skill set that includes Retirement Planning, Income Planning, College Funding Guidance, Charitable Giving Consultation, Asset Allocation Guidance and more. Chad Ferrell has 1 emails and 2 mobile phone numbers on RocketReach.
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