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Who We Are

The Ward-Ferrell Group of Wells Fargo Advisors

We are a multigenerational team of experienced financial professionals dedicated to guiding clients through every stage of their financial journey. Rooted in tradition and driven by innovation, we combine decades of experience with forward-thinking strategies to help preserve, grow, and transition wealth with purpose and intention.

Our team is deeply committed to understanding the unique needs of each client and family. We believe that successful wealth management is not just about numbers—it’s about relationships, values, and legacy.
Meet the Team

Our Approach: Preserve. Grow. Transition.

We follow a disciplined, intentional process that integrates quantitative data with qualitative insights to deliver efficient and effective solutions tailored to your life and legacy.

We begin by focusing on strategies in an attempt to safeguard what you’ve built. This includes risk management, asset preservation strategies, and helping ensure your financial foundation is secure. We work closely with your legal and tax professionals to create a cohesive plan that reflects your values and priorities.

With a clear understanding of your goals, we design investment strategies that align with your risk tolerance, time horizon, and purpose. Our process leverages sophisticated technology, market insights, and the vast resources of Wells Fargo Advisors to help you grow your wealth intentionally and sustainably.

We help you prepare for the future—whether it's retirement, business succession, or multigenerational legacy planning. Our team is skilled in navigating the complexities of economic environments and family dynamics, helping ensure smooth transitions that honor both financial and emotional considerations.

Our Process: Experience. Process. Tradition.

Our in-depth process is built on a foundation of experience, refined process, and enduring tradition:

1. Purposeful Discovery

We begin with meaningful conversations to uncover your values, goals, and family dynamics. This helps us understand not just what you want to achieve, but why.

2. Strategic Design

Using both data-driven analysis and qualitative insights, we craft a personalized strategy that reflects your intentions and adapts to changing circumstances.

3. Expert Integration

We collaborate seamlessly with your team of professionals—CPAs, attorneys, and other advisors—helping ensure every aspect of your financial life is aligned and optimized.

4. Technology-Enhanced Execution

Leveraging cutting-edge tools and platforms, we deliver efficient, transparent, and responsive service, while maintaining the human touch that defines our team.

5. Stewardship

We review your plan and portfolio, adjusting as needed to reflect market shifts, life changes, and evolving goals. Our commitment is long-term, and our communication is proactive and clear.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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College Savings Plans

As a parent or grandparent, you're probably considering how to balance paying for college while planning for your retirement. Many families use some combination of savings, investments, borrowing, and financial aid (if available).

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Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.

The Ward-Ferrell Group of Wells Fargo Advisors

190 Biltmore Avenue
Asheville, NC 28801
Local Phone: (828) 255-4918
skye.ferrell@wellsfargoadvisors.com

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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