Professionals

James W Ferrell

James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC

Founder & President

View Bio >

James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC

Founder & President

Jimmy is a native of Orlando and is the founding shareholder and President of Ferrell Wealth Management and Ferrell & Kelly. Prior to Ferrell Wealth Management, Jimmy was co-founding shareholder of Chastang, Ferrell, Sims & Eiserman, LLC (now CliftonLarsonAllen). Jimmy also formerly served as a senior consultant in the tax department of Price Waterhouse. Jimmy holds designations as a Certified Public Accountant (CPA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), Certified Investment Management Consultant (CIMC) and is a Registered Advisor with the NFL Players Association; his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investment Management Consultants Association (IMCA).

Jimmy graduated summa cum laude from the University of Central Florida with a double major in accounting and finance and received a Master in Business Administration with a finance specialization from Florida State University.  Jimmy is actively involved in local organizations including: Morning Star Charities (president), Winter Park Chamber of Commerce, UCF Foundation (chairman of the Investment Committee) and The Center for Advanced Entrepreneurship at Rollins College (board of directors).  Jimmy has been honored by his alma mater as an inductee into the UCF College of Business Administration Hall of Fame and as the recipient of the 2012 Service to UCF Award.  He was one of four honorees of the American Diabetes Association’s 2014 Father of the Year Awards.

 

×
Crystal Garner

Crystal Garner

Vice President - Relationship Management, Senior Financial Advisor

View Bio >

Crystal Garner

Vice President - Relationship Management, Senior Financial Advisor

Crystal is V.P. of Relationship Management and a Senior Financial Advisor for Ferrell Wealth Management. Crystal builds trusting relationships with clients and ensures their requests, objectives and expectations are met or exceeded. Through frequent contact and a deep understanding of each client’s situation, she proactively addresses needs, concerns or relevant changes clients may be experiencing or need to prepare for. Crystal is passionate about delivering superior service, and is always eager to provide guidance, reassurance, insight, solutions & peace of mind.

Crystal also oversees the many facets of daily operations for the firm and coordinates the activities of staff, account custodians, secondary managers and other partners in the consulting process. A native of Florida, Crystal has been with the firm since its inception. Crystal is a registered Investment advisor and graduated Cum Laude from Rollins College in Winter Park with a Bachelor’s Degree in Organizational Communication. She is a member of the Winter Park Chamber of Commerce and regularly participates in Executive Women’s functions within the community.

×
J.L. Hurt

J.L. Hurt IV, MBA

Senior Financial Advisor & Portfolio Manager

View Bio >

J.L. Hurt IV, MBA

Senior Financial Advisor & Portfolio Manager

J.L. serves as a Financial Advisor and Portfolio Manager for Ferrell Wealth Management. In addition to providing independent, objective guidance to clients, he is also responsible for performing research and analysis on investment vehicles. J.L. also ensures that allocations among investment choices are aligned with each client’s objectives. J.L. combines personal attention, his passion for analysis, and his background in portfolio management to help clients determine and reach their financial goals.

Before joining Ferrell Wealth Management, J.L. worked for ICC Capital Management as an Assistant Portfolio Manager managing the firm’s large cap growth strategy which had assets in the $200 million range. Mr. Hurt was responsible for both the qualitative and quantitative analysis for the portfolio. J.L. was also a research analyst for the Multi-Cap strategy which had assets in excess of $1 billion.

J.L. obtained his Bachelor’s degree in Business Administration from Rhodes College in Memphis, Tennessee and his MBA from Rollins College Crummer Graduate School of Business. Mr. Hurt is a native of Winter Park and is involved in the Winter Park Chamber of Commerce and the Winter Park YMCA (Board of Directors).

×
Eric Faber

Eric Faber, MBA

Senior Business Development & Financial Advisor

View Bio >

Eric Faber, MBA

Senior Business Development & Financial Advisor

Eric is a Financial Advisor for Ferrell Wealth Management and is currently working toward obtaining CFP® certification. He is responsible for assisting clients in setting and achieving their long-term financial goals. Eric is a native of Orlando and a graduate of Rollins College where he obtained a Bachelor’s degree in Political Science and played Division II basketball earning All-American honors. Eric obtained his Master of Business Administration (MBA) from the University of Central Florida. Before joining the Ferrell Wealth Management team, Mr. Faber worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Christian Service Center of Orlando.

×

Paige Goll

Senior Portfolio Manager & Director of Research

View Bio >

Paige Goll

Senior Portfolio Manager & Director of Research

Paige is the Senior Portfolio Manager and Director of Research for the firm. In addition to trading for the firm, she is responsible for performing research and analysis on investment vehicles, reviewing client allocations and re-balancing portfolios accordingly. Paige is a graduate of Tulane University where she obtained a Bachelor of Arts in Communications with a Minor in Business. Paige also obtained her Master of Finance from the A.B. Freeman School of Business at Tulane University.

Before joining the Ferrell Wealth Management team, Mrs. Goll was Associate Vice President, Ladenburg Thalmann Asset Management (LTAM) at Ladenburg Thalmann & Co.

×
Elaine Kirchner

Elaine Kirchner

Compliance Officer & Firm Administrator

View Bio >

Elaine Kirchner

Compliance Officer & Firm Administrator

Elaine is the Compliance Officer for Ferrell Wealth Management and is responsible for monitoring and evaluating the activities of the firm to ensure all Federal, State and
regulatory industry rules are being adhered to. In addition to maintaining all periodic filings with the SEC and the State of Florida, she also provides multi-faceted operational support to the team. Mrs. Kirchner has broad experience in human resource management and administration. Before joining Ferrell Wealth Management, she served in strategic leadership roles for both established and development-stage companies here in Central Florida. She holds a Bachelor’s Degree from Florida State University.

×

Amy Pounds

Portfolio Administrator

View Bio >

Amy Pounds

Portfolio Administrator

Amy Pounds is the Portfolio Administrator for the firm.  In addition to maintaining the firm’s portfolio management system and ensuring accuracy of account data, Amy is also responsible for an array of detailed operational functions essential to our systems and processes. With over twenty years in the financial industry, Amy previously served as Associate Vice President of New Traditions National Bank, managing Deposit Operations, Compliance and the Bank Security Act (BSA)  program.

×

Jackie Giovanetti

Executive Assistant

View Bio >

Jackie Giovanetti

Executive Assistant

Jackie Giovanetti is Executive Assistant to James W. Ferrell.  She also provides diverse support to the entire Ferrell Wealth Management team.  Jackie has been embedded in our community for over 37 years and has an extensive background in both the legal field, as well as office administration.

Jackie obtained her Bachelor of Arts in Communication at the Nicholson School of Communication, University of Central Florida.  She is a former elite gymnast and UCF cheerleader.  Jackie is currently a member of the Florida Bar Grievance Committee 9C, and she actively volunteers for Hospice and St. Mary Magdalen Catholic Church.

×
Cherie Perry

Cherie Seidule

Relationship Consultant

View Bio >

Cherie Seidule

Relationship Consultant

Cherie serves as the firm’s Relationship Consultant and is responsible for preparing correspondence & applications, scheduling appointments, updating portfolio information and maintaining client records. She also assists with quarterly reporting, billing and website updates; and she facilitates the exchange of critical tax information with CPAs. Cherie is a native of Florida and attended Valencia Community College. Prior to joining the Ferrell Wealth Management team, she worked as a supervisor in the banking industry for ten years. Cherie is a member of the Morning Star Charities board.

×

407.629.7008 | 1400 W. Fairbanks Ave | Suite 202 | Winter Park, FL 32789