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James W. Ferrell

Partner, Managing Director @Beacon Pointe

Winter Park, FL, US
EMAILS
j•••••••@beaconpointe.com
MOBILE NUMBERS
+14•••••••08

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WORK HISTORY

Apr 2020 — Present

Partner, Managing Director @Beacon Pointe

Winter Park, FL, US

Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.

EDUCATION

1980 — 1982

Florida State University - Herbert Wertheim College of Business

MBA, Finance

1977 — 1980

University of Central Florida

BSBA, Accounting and Finance

SKILLS

InvestmentsVenture CapitalValuationInvestment AdvisoryMortgage LendingReal EstateMergers & AcquisitionsPortfolio ManagementNetworkingAccountingAsset ManagementFinancial AdvisoryPrivate EquityEstate PlanningDispositionEstate Tax PlanningCorporate LawFinanceLoansWealthAsset ManagmentReal Estate EconomicsIncome TaxMarketing StrategyWealth ManagementReal Estate DevelopmentStrategic Financial PlanningCpaCertified Financial PlannerInvestment ManagementRetirement PlanningReal Estate FinancingManagement ConsultingFinancial PlannersSmall BusinessAsset AllocationCapital MarketsEntrepreneurshipTaxBusiness Planning

ABOUT JAMES W. FERRELL

I help high-net-worth individuals and families make the most informed decisions related…

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