Professionals

James W Ferrell

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

Founder & President

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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 a 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); his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investments & Wealth Institute.

Jimmy graduated summa cum laude from the University of Central Florida with a double major in accounting and finance and received a master’s 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), The Center for Advanced Entrepreneurship at Rollins College (Board of Directors), Interlachen Country Club (Board of Directors), and serves as a director on the board of Winter Park National Bank.

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 and an honoree at the Bishop Moore High School 2018 Legacy Gala.

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Crystal Garner

Crystal Garner

Vice President - Relationship Management, Senior Financial Advisor

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Crystal Garner

Vice President - Relationship Management, Senior Financial Advisor

Crystal is VP of Relationship Management, a Senior Financial Advisor and a partner at Ferrell Wealth Management.  As a 20 plus year veteran of the firm, Crystal possesses the expertise to help clients set and achieve their financial goals and to provide insight, guidance, solutions and peace of mind through changing economic environments and various life stages.

A native of Florida, Crystal graduated Cum Laude from Rollins College in Winter Park with a bachelor’s degree in Organizational Communication and, as a community volunteer, maintains a focus on “making a difference.”  As current President of Orlando Rowing Association, her goal is to integrate challenged students into a positive peer group, providing them with mentors and opportunities they may not otherwise have.

Crystal holds the Uniform Investment Adviser (Series 65) license and is registered as an Investment Adviser Representative (IAR).

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J.L. Hurt

J.L. Hurt IV, MBA

Senior Financial Advisor & Portfolio Manager

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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).

J.L. holds the Uniform Investment Adviser (Series 65) license and is registered as an Investment Adviser Representative (IAR).

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Eric Faber

Eric Faber, MBA

Senior Financial Advisor

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Eric Faber, MBA

Senior Financial Advisor

Eric is a registered Investment Advisor and is responsible for assisting clients in setting and achieving their long-term financial goals. Eric builds long-term trusting relationships with his clients and ensures that their financial objectives and expectations are met or exceeded.  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 Orlando branch of After-School All-Stars.  In his spare time, Eric loves to play golf and spend time with his wife, Jenna and their two children, Channing and Banks.

Eric holds the Uniform Investment Adviser (Series 65) license and is registered as an Investment Adviser Representative (IAR).

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Paige Goll

Senior Portfolio Manager & Director of Research

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Paige Goll

Senior Portfolio Manager & Director of Research

Paige is the Senior Portfolio Manager and Director of Research. She is responsible for developing and implementing investment strategies for the firm. She conducts extensive market research, as well as fund and manager due diligence. 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 at Ladenburg Thalmann Financial Services Inc.  

Paige holds the Uniform Investment Adviser (Series 65) license and is registered as an Investment Adviser Representative (IAR).

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Elaine Kirchner

Elaine Kirchner

Compliance Officer & Firm Administrator

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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.

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Andrew Maroon

PORTFOLIO MANAGER & FINANCIAL ANALYST

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Andrew Maroon

PORTFOLIO MANAGER & FINANCIAL ANALYST

Andrew is the Portfolio Manager and Financial Analyst for the firm. In addition to trading for the firm, he is responsible for performing research and analysis on investment vehicles, reviewing client allocations and re-balancing portfolios accordingly. Andrew is a graduate of University of Florida where he obtained a Bachelor of Arts in Communications with a Minor in Business. Andrew also received a Master in Business Administration (MBA) from Oregon State University.

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Amy Pounds

Portfolio Administrator

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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.

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Jackie Giovanetti

Executive Assistant

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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.

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Cherie Perry

Cherie Seidule

Relationship Consultant

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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.

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