James Ferrell

James Ferrell Email and Phone Number

Financial Advisor | Wealth Management at Morgan Stanley @
James Ferrell's Location
Greater Pittsburgh Region, United States
James Ferrell's Contact Details

James Ferrell personal email

n/a
About James Ferrell

James Ferrell has provided financial guidance to clients since 1999 and has been at Morgan Stanley since 2010. He seeks to leverage Morgan Stanley's the intellectual capital, capabilities, and breadth of services available to help assist his clients. His mission is to listen intently, question intelligently, and fully understand what clients' want their money to do for them. He will then formulate a strategy to help them seek to achieve their most important goals utilizing the world class talent available at Morgan Stanley. Jim prides himself in adhering to the philosophy that "people don't care what you know until they know that you care." He seeks to build rock-solid relationships with clients on this premise and based upon dedication, integrity, and communication. Jim's ultimate goal for clients is to help them seek to build, enjoy, preserve and pass on multigenerational wealth. Jim works very closely with clients in the areas of Financial Planning, Estate Planning Strategies, Retirement Income Planning, Asset Management, Qualified Plans, Lending Solutions, Alternative Investments and Risk Management Strategies. Jim and his wife, Dr. Laura Pesci, and their children Ella and Max reside in New Castle PA

James Ferrell's Current Company Details
Morgan Stanley

Morgan Stanley

Financial Advisor | Wealth Management at Morgan Stanley
James Ferrell Work Experience Details
  • Morgan Stanley
    Associate Vice President, Financial Advisor
    Morgan Stanley Oct 2010 - Present
    Sewickely, Pa
    ©2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/james.ferrell. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.-The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.-Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank.  Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. NMLS#: 1584395
  • Hefren Tillotson, Inc.
    Associate Vice President, Financial Advisor
    Hefren Tillotson, Inc. Apr 2001 - Oct 2010
    Financial Services Industry
  • Morgan Stanley Dean Witter
    Financial Advisor
    Morgan Stanley Dean Witter Jul 1999 - Jan 2001
    Pittsburgh Pa
    Financial Services Industry

James Ferrell Education Details

  • University Of Pittsburgh
    University Of Pittsburgh
    Industrial Engineering

Frequently Asked Questions about James Ferrell

What company does James Ferrell work for?

James Ferrell works for Morgan Stanley

What is James Ferrell's role at the current company?

James Ferrell's current role is Financial Advisor | Wealth Management at Morgan Stanley.

What is James Ferrell's email address?

James Ferrell's email address is ja****@****ren.com

What schools did James Ferrell attend?

James Ferrell attended University Of Pittsburgh.

What are some of James Ferrell's interests?

James Ferrell has interest in Weight Training, Riding Atvs, Cooking, Spending Quality Time With Family.

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