
James W. Ferrell, Founder & President
MBA, CPA, CFP®, PFS, CIMC
James W. Ferrell, Founder & President
MBA, CPA, CFP®, PFS, CIMC
Jimmy is a native of Orlando and is the founding shareholder and President of Ferrell & Kelly and a Managing Director and Partner of Beacon Pointe Wealth Advisors. Prior to this 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) and Certified Investment Management Consultant (CIMC). Jimmy is a member of 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 earned his MBA 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 (past chairman of the Investment Committee) and serves on the Board of Directors for The Center for Advanced Entrepreneurship at Rollins College Crummer MBA School. Jimmy also serves on the Board of Directors for 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 a 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 for his service and commitment to the Catholic community.
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