James Ferrell Email & Phone Number
Partner, Managing Director @ Beacon Pointe
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James Ferrell Location
- Winter Park, FL, US
James Ferrell Work
- 2020 -now Partner, Managing Director @
- 1996 -2020 President @ Ferrell Wealth Management, Inc.
- 1984 -2006 Co-founder and shareholder @ Chastang, Ferrell, Sims & Eiserman, LLC
- 1982 -1984 Tax Senior @
James Ferrell Education
- Florida State University - Herbert Wertheim College of Business
MBA (Finance)
1980-1982 - University of Central Florida
BSBA (Accounting and Finance)
1977-1980
James Ferrell Skills
- Retirement Planning
- Real Estate Development
- Investments
- Strategic Financial Planning
- Wealth Management
- Tax
- Entrepreneurship
- Management Consulting
- Investment Management
- Income Tax
- Wealth
- CPA
- Estate Tax Planning
- Asset Management
- Loans
- Venture Capital
- Private Equity
- Real Estate Economics
- Valuation
- Capital Markets
- Estate Planning
- Business Planning
- Certified Financial Planner
- Networking
- Financial Planners
- Portfolio Management
- Disposition
- Mergers & Acquisitions
- Finance
- Financial Advisory
- Small Business
- Investment Advisory
- Financial Analysis
- Corporate Law
- Real Estate
- Real Estate Financing
- Mortgage Lending
- Asset Allocation
- Marketing Strategy
- Asset Managment
- Financial Planning
- Accounting
James Ferrell Summary
- James Ferrell, based in Winter Park, FL, US, is currently a Partner, Managing Director at Beacon Pointe. James Ferrell brings experience from previous roles at Ferrell Wealth Management, Inc., Chastang, Ferrell, Sims & Eiserman, LLC and Price Waterhouse. James Ferrell holds a 1980 - 1982 MBA in Finance @ Florida State University - Herbert Wertheim College of Business. With a robust skill set that includes Retirement Planning, Real Estate Development, Investments, Strategic Financial Planning, Wealth Management and more. James Ferrell has 4 emails and 1 mobile phone numbers on RocketReach.
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