Chad Ferrell Email and Phone Number
Chad Ferrell work email
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Chad Ferrell personal email
Chad Ferrell phone numbers
With over 30 years of experience in the financial services industry, I offer my clients a personalized approach to managing and preserving their investments. My approach to investing is geared toward individuals, businesses, churches, foundations, and endowments with a minimum account size of $250,000 and I provide clients with comprehensive net worth management; retirement, income and investment planning; college funding guidance; charitable giving consultation; and asset allocation guidance. My focus is on offering "total wealth management" strategies to clients. This includes providing customized investment planning and risk management strategies designed to help clients with wealth preservation; income production and potential growth of their principal.This information is intended for use only by residents of Arkansas, Florida, Kansas, Louisiana, Michigan, Minnesota, Missouri, Nebraska, New Mexico, New York, Oklahoma, Texas & Washington. Arkansas License No: 3171715Please contact me by e-mail: chad.ferrell@tcapok.com or by phone: (405) 341-9188
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Managing PartnerTranscendent Capital Group Nov 2021 - PresentEdmond, Oklahoma, United States -
President & Financial AdvisorFerrell Wealth Management, Inc. Mar 2005 - Nov 2021Edmond, OklahomaI offer clients depth of experience in investment, retirement and estate planning strategies and have provided comprehensive financial advice to individuals and families since 1994. And having access to a network of talented financial professionals such as CPAs, Estate Planning Attorneys, and Business Brokers helps enhance my ability to offer total wealth management to my clients. With a background in accounting and finance, I have extensive experience in creating detailed investment plans for clients.
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Vice President - InvestmentsSmith Barney - Citigroup Nov 1998 - Mar 2005Provided investment services to high income and high net worth individuals and families.
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Financial ConsultantMerrill Lynch Jan 1994 - Nov 1998Oklahoma City, Oklahoma, United StatesProvided investment services to high income and high net worth individuals and families.
Chad Ferrell Skills
Chad Ferrell Education Details
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Oklahoma State UniversityFinance, Accounting & Economics
Frequently Asked Questions about Chad Ferrell
What company does Chad Ferrell work for?
Chad Ferrell works for Transcendent Capital Group
What is Chad Ferrell's role at the current company?
Chad Ferrell's current role is Managing Partner at Transcendent Capital Group.
What is Chad Ferrell's email address?
Chad Ferrell's email address is cf****@****lwm.com
What is Chad Ferrell's direct phone number?
Chad Ferrell's direct phone number is +140762*****
What schools did Chad Ferrell attend?
Chad Ferrell attended Oklahoma State University.
What are some of Chad Ferrell's interests?
Chad Ferrell has interest in 10k.
What skills is Chad Ferrell known for?
Chad Ferrell has skills like Financial Advisory, Wealth Management, Retirement Planning, Estate Planning, Financial Services, Income Planning, College Funding Guidance, Financial Planning, Charitable Giving Consultation, Asset Allocation Guidance, Guidance On Employee Incentive Stock Options, Total Net Worth Management.
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Chad Ferrell
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