Ferrell Wealth Management

Description

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

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Ferrell Wealth Management Employees

Employee
Years
Job
Industry
Eric Faber, MBA Eric Faber, MBA Orlando, Florida Area Details
Eric Faber, MBA's Ferrell Wealth Management Experience January 2011 - Present
Job Financial Advisor at Ferrell Wealth Management
Industry Financial Services
Experience
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

Shena Simmons Shena Simmons Greater Atlanta Area Details
Shena Simmons's Ferrell Wealth Management Experience 2010 - 2011
Job Digital Life Process and Quality Manager at AT&T
Industry Higher Education
Experience
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

J.L. Hurt J.L. Hurt Orlando, Florida Area Details
J.L. Hurt's Ferrell Wealth Management Experience 2009 - Present
Job Portfolio Manager at Ferrell Wealth Management
Industry Financial Services
Experience
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

Jackson Crumit Jackson Crumit Winter Park, Florida Details
Jackson Crumit's Ferrell Wealth Management Experience May 2014 - August 2014
Job Student at University of Florida
Industry Accounting
Experience
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

Christopher Chomic Christopher Chomic Orlando, Florida Area Details
Christopher Chomic's Ferrell Wealth Management Experience June 2010 - August 2010
Job Staff Accountant
Industry Accounting
Experience
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

James Ferrell James Ferrell Winter Park, Florida Details
James Ferrell's Ferrell Wealth Management Experience May 2014 - July 2014
Job Crummer MBA Candidate at Rollins College
Industry Higher Education
Experience
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

Stephanie Galvin Stephanie Galvin Winter Park, Florida Details
Stephanie Galvin's Ferrell Wealth Management Experience February 2011 - Present
Job Financial Advisor at Ferrell Wealth Management
Industry Financial Services
Experience
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

Sean Olenek Sean Olenek Orlando, Florida Area Details
Sean Olenek's Ferrell Wealth Management Experience July 2012 - Present
Job Field Support Representative at NuVasive, Inc
Industry Medical Devices
Experience
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