
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 Ferrell Wealth Management. Prior to Ferrell Wealth Management, 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), Certified Investment Management Consultant (CIMC) and is a Registered Advisor with the NFL Players Association; his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investment Management Consultants Association (IMCA).
Jimmy 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. Jimmy is actively involved in local organizations including: Morning Star Charities (president), Winter Park Chamber of Commerce, UCF Foundation (chairman of the Investment Committee) and The Center for Advanced Entrepreneurship at Rollins College (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.
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