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 @ Beacon Pointe
1996 - 2020 President @ Ferrell Wealth Management, Inc.
1984 - 2006 Co-founder and shareholder @ Chastang Ferrell Sims Eiserman

1982 - 1984 Tax Senior @ PwC
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James Ferrell Education

Florida State University - 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

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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 - 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 2 emails and 1 mobile phone numbers on RocketReach.

James Ferrell Emails

Found 2 emails

James Ferrell Phone Numbers

Found 2 phone numbers

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Top Beacon Pointe Employees

Allison Warner

Chief Marketing Officer at Beacon Pointe

Newport Beach, CA, US
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- 818790XXXX
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David le

Chief Technology Officer and Wealth Advisor at Beacon Pointe

Newport Beach, CA, US
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2
- 949478XXXX
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Matt Cooper

President at Beacon Pointe

Dallas, TX, US
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Indya Yuill

Managing Director at Beacon Pointe

Los Angeles, CA, US
2
- gmail.com
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- 949718XXXX
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Andrew Reinhardt

Managing Director at Beacon Pointe

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Brandt Kuhn

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John Underwood

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