We have provided comprehensive financial advice to individuals and families since 1994. And we can provide referrals to talented financial professionals such as CPA's, Estate Planning Attorneys, Bankers and Business Brokers. We feel this enhances our ability to offer total wealth management for our clients. Wells Fargo Advisors Financial Network does not endorse these referrals and therefore gives no assurances as to the quality of their services.
We are well versed in a number of financial disciplines. We believe our combined education, contacts and experience position us to offer broad-based financial advice that is catered specifically for each client...a custom approach.
We use our extensive personal and professional experience in all areas of investment planning to help you pursue your goals.
With a background in accounting and finance, Chad Ferrell, CFP, CLU, ChFC (President and Financial Advisor) has extensive experience in creating custom, detailed investment plans for our clients.
Ferrell Wealth Management utilizes resources from many different research and advisory firms to offer a true independent wealth management platform to our clients. Our research correspondents include:
Wells Fargo Securities
Wells Fargo Investment Institute
Standard and Poor's
Ferrell Wealth Management and Wells Fargo Advisors Financial Network are not tax or legal advisors. Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA and SIPC and Wells Fargo Bank, National Association. Wells Fargo Investment Institute, Inc. is a registered investment advisor and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.
Morningstar, Moody's, and Standard and Poor's are not affiliated with Wells Fargo Advisors Financial Network.