Professionals

James. W. Ferrell, MBA, CPA, CFP®, PFS, CIMC, President James is a native of Orlando and is the founding shareholder and President of Ferrell Wealth Management, Inc. and the co-founding shareholder of Chastang, Ferrell, Sims & Eiserman, L.L.C (now LarsonAllen). Prior to the formation of Chastang, Ferrell, Sims & Eiserman, L.L.C. and Ferrell Wealth Management, Inc. (formerly CFSE Wealth Management, Inc.), James served as a senior consultant in the tax department of Price Waterhouse.  Mr. Ferrell holds designations as a Certified Public Accountant  (CPA), Certified Financial Planner (CFP), Personal Financial Specialist (PFS), and Certified Investment Management Consultant (CIMC) and is a  member of the American Institute of Certified Public Accountants,  Florida Institute of Certified Public Accountants and Investment Management Consultants Association (IMCA). James 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.  Mr. Ferrell is actively involved in local organizations including:  Morning Star Charities, Inc. (President), Winter Park Chamber of  Commerce, University of Central Florida Foundation, Winter Park YMCA  (Board of Directors), and the Center for Entrepreneurship at Rollins College (Board of Directors), and is an inductee into the UCF College of Business Administration Hall of Fame.  jferrell@ferrellwm.com Crystal Garner, Vice President - Relationship Management Crystal is Vice President of Relationship Management for Ferrell Wealth Management, Inc. and is responsible for ensuring the highest level of personal service is delivered to the firm's clients. In addition to making sure client objectives and expectations are met, she also coordinates the activities of related providers of services such as account custodians, secondary managers and other partners in the consulting process. Along with managing the various relationships of the firm, she also oversees the may facets of daily operations for Ferrell Wealth Management including account coordination and administration, quarterly reporting, billing and maintenance of the firm's portfolio management software. Ms. Garner is a native of Florida and has been with the firm since its inception. Crystal is licensed as 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. cgarner@ferrellwm.com   Shena Stewart Simmons, Senior Financial Advisor & Marketing Director Shena serves as a financial advisor for Ferrell Wealth Management and is responsible for ensuring the accuracy of investment data and account performance. In addition to maintaining the firm's portfolio management systems, she also produces net worth projections and assists in financial planning, portfolio analysis and trading. As an integral part of firm operations, Shena is responsible for the production of client invoices and comprehensive quarterly reports. Having graduated Magna Cum Laude from Florida State University with a Business degree in both marketing and finance, Shena is also responsible for the firm's marketing efforts. Mrs. Simmons is involved in local organizations such as the Downtown Orlando Partnership, Camp Boggy Creek, Morning Star Charities, and the Winter Park Chamber of Commerce.   ssimmons@ferrellwm.com J.L. Hurt IV, Senior Financial Advisor & Research Analyst J.L. serves as a financial advisor and research analyst for the firm and assists clients with the many facets of financial planning. J.L. is a native of Winter Park, Florida, and attended Rhodes College in Memphis, Tennessee, where he obtained his Bachelor's degree in Business Administration. Before joining Ferrell Wealth Management, J.L. worked for ICC Capital Management as an Assistant Portfolio Manager for the firm's growth equity strategy. He also provided additional research and performed duties for the multi cap equity strategy fund. In 2008, J.L. entered the Rollins College Crummer Graduate School of Business program and is majoring in Finance.    jhurt@ferrellwm.com Pedro Lebron, Jr., Senior Financial Advisor & Compliance Officer Pedro Lebron joined the Ferrell Wealth Management family in 2002. He serves as the firm's Chief Compliance Officer. In addition to maintaining all periodic filings with the SEC and State of Florida, he is also responsible for a diverse set of tasks ranging from portfolio management and investment research to trading and account performance reporting. Pedro moved to Central Florida from his native land of Puerto Rico in 1988 and served six years in the United States Army as an Electronics Technician for guided missile systems. He holds a Bachelor's degree in Finance from the University of Central Florida where he graduated Magna Cum Laude. Pedro has passed the level one examination of the Certified Financial Analyst (CFA) designation.  plebron@ferrellwm.com Cherie Perry, Relationship Consultant Cherie serves as the firm’s Relationship Consultant and is responsible for preparing correspondence, scheduling appointments and maintaining client records.  She also assists with quarterly billing, preparation for client reviews, portfolio management and website updates.  Cherie assists James Ferrell with the Morning Star Charities and attends their board meetings.Cherie is a native of Florida and attended Valencia Community College.  Prior to joining the Ferrell Wealth Management team in January of 2005, she worked in the banking industry for ten years at Bank of Central Florida and First National Bank of Florida as a supervisor.   cperry@ferrellwm.com