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 @ Transcendent Capital Group
2005 - 2021 President and Financial Advisor @ Ferrell Wealth Management, Inc.
1998 - 2005 Vice President - Investments @ Smith Barney - Citigroup

1994 - 1998 Financial Consultant @ Merrill Lynch
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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

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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.

Chad Ferrell Emails

Found 1 emails

@gmail.com

Chad Ferrell Phone Numbers

Found 3 phone numbers

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Others Named Chad Ferrell

Chad Ferrell

Managing Partner at Transcendent Capital Group

Oklahoma City, OK, US
1
- gmail.com
3
- +1 407-629-XXXX
- +1 405-630-XXXX
- +1 215-316-XXXX
Chad Ferrell

President at Ferrell Electric, Inc.

Grand Prairie, TX, US
3
- aol.com
- yahoo.com
- gmail.com
5+
- +1 252-363-XXXX
- +1 214-882-XXXX
- +1 817-310-XXXX
- +1 817-944-XXXX
- +1 252-235-XXXX
- +1 817-488-XXXX

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Top Transcendent Capital Group Employees

Chad Ferrell

Managing Partner at Transcendent Capital Group

Oklahoma City, OK, US
1
- gmail.com
3
- +1 407-629-XXXX
- +1 405-630-XXXX
- +1 215-316-XXXX

View Similar Profiles

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