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James W. Ferrell
Partner, Managing Director @Beacon Pointe
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WORK HISTORY
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
Florida State University - Herbert Wertheim College of Business
MBA, Finance
University of Central Florida
BSBA, Accounting and Finance
SKILLS
ABOUT JAMES W. FERRELL
I help high-net-worth individuals and families make the most informed decisions related…
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