Ferrell Wealth Management
Located in: Fairbanks Professional CenterAddress: 1400 W Fairbanks Ave # 202, Winter Park, FL 32789 Hours: Closed ⋅ Opens 8:30AM Tuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedMonday(Washington's Birthday)8:30AM–5:30PMHours might differ Suggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (407) 629-7008: : : : : Website: Category: : Place name: Website: http://www.ferrellwm.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question
Ferrell Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ferrell Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ferrell Wealth Management Employees
Ferrell Wealth Management January 2011 - Present
Winter Park High School August 2009 - January 2011
GlaxoSmithKline May 2008 - June 2009
PepsiCo February 2007 - May 2008
Skills
Investments, Wealth Management, Retirement Planning, Retirement, Estate Planning, Asset Allocation, Financial Advisory, Asset Managment, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Management, Investment Management, Finance
Education
University of Central Florida 2012 — 2014
Master of Business Administration (MBA)
Rollins College 2001 — 2005
Bachelors, Political Science
Boone High School 1997 — 2001
AT&T 2013 - Present
AT&T 2012 - 2013
Ferrell Wealth Management 2010 - 2011
Ferrell Wealth Management 2009 - 2010
Ferrell Wealth Management 2007 - 2009
Skills
Cross-functional Team..., Leadership, Marketing, Customer Service, Strategy, Competitive Analysis, Project Management, Strategic Planning, Business Strategy, Financial Analysis, Data Analysis, Market Research, Analysis, Program Management
Education
Emory University - Goizueta Business School 2011 — 2012
MBA
Florida State University - College of Business 2003 — 2007
B.S., Marketing & FInance
Ferrell Wealth Management 2009 - Present
Education
Rollins College - Crummer Graduate School of Business 2008 — 2011
MBA, Finance
Rhodes College 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Ferrell Wealth Management May 2014 - August 2014
Ferrell & Kelly, CPAs May 2013 - August 2013
Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Reporting, Leadership, Research, Customer Service, Public Speaking
Education
University of Florida 2012 — 2016
Ferrell & Kelly, LLC August 2013 - Present
Lockheed Martin Aeronautics August 2012 - August 2013
Ferrell Accounting Services January 2012 - April 2012
Ferrell Wealth Management June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Tax Preparation, Microsoft Office, Financial Analysis, Outlook, Financial Reporting, QuickBooks, Financial Accounting, Accounting, Customer Service, Auditing, Social Media, Bookkeeping, Access, Tax, Accounts Payable, Event Planning, Finance, Budgets, SAP, Payroll, Financial Statements
Education
University of Central Florida 2014 — 2016
Master's degree, Accounting
University of Central Florida 2008 — 2012
Bachelor's degree, Accounting
CNL Financial Group June 2015 - August 2015
Ferrell Wealth Management May 2014 - July 2014
New Traditions Bank May 2013 - July 2013
Skills
Research, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Facebook, Teamwork, Statistics, Social Networking, Spanish, Leadership
Education
Rollins College - Crummer Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Rollins College 2011 — 2015
Bachelor’s Degree, Economics, 3.5 GPA
Winter Park High School 2007 — 2011
Ferrell Wealth Management February 2011 - Present
Skills
Retirement Planning
Education
University of Central Florida - College of Business Administration 2011 — 2013
Master of Business Administration (MBA)
University of Central Florida 2006 — 2010
Bachelor of Business Administration (BBA), Finance
NuVasive November 2014 - Present
Ferrell Wealth Management July 2012 - Present
Northwestern Mutual January 2012 - July 2012
Oviedo Strike Zone May 2009 - August 2009
Skills
Sales, Customer Service
Education
Florida State University - College of Business 2011 — 2012
Bachelor of Science (BS), Finance
Florida Gulf Coast University 2010 — 2011
Mercer University 2008 — 2010