Financial Planners
in Winter Park, Florida

Based in the Orlando area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

1400 West Fairbanks Avenue, Suite 202, Winter Park, FL 32789

(407) 629-7008

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Local Services Offered

Explore how our services can be tailored to fit your specific needs and ambitions.
Financial Planners  |  Wealth Management  |  Retirement Planning  |  Estate Planning  |  Investment Advisors

Connect with One of Our Trusted Financial Planners in Winter Park, FL

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

1400 West Fairbanks Avenue, Suite 202, Winter Park, FL 32789

(407) 629-7008

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Beacon Pointe is a well-trusted, friendly, and transparent firm that has set our family up for success. We enjoy our advisors and the positive returns we’ve reaped since transferring funds. 10/10!

The people at Beacon Pointe Advisors make investing a pleasure, they always go out of their way to help me.

First class in every way and I would highly recommend their services to anyone looking for a financial advisor.

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Important Disclosure: The above testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience. 

Beacon Pointe is a well-trusted, friendly, and transparent firm that has set our family up for success. We enjoy our advisors and the positive returns we’ve reaped since transferring funds. 10/10!

The people at Beacon Pointe Advisors make investing a pleasure, they always go out of their way to help me.

First class in every way and I would highly recommend their services to anyone looking for a financial advisor.

Contact This Office
Important Disclosure: The above testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience. 

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our Winter Park Financial Planners & Advisors

Managing Directors

  • James W. Ferrell, CFP®, CIMC, CPA, MBA, PFS

    Partner, Managing Director

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James W. Ferrell, CFP®, CIMC, CPA, MBA, PFS

Partner, Managing Director

James (Jimmy) Ferrell is a Managing Director at Beacon Pointe Advisors Florida and is responsible for client service, new client development, and growing Beacon Pointe’s presence throughout the state of Florida. Prior to Beacon Pointe, Jimmy was President of Ferrell Wealth Management for nearly 25 years. Jimmy holds designations as a Certified Public Accountant (CPA), CERTIFIED FINANCIAL PLANNER® (CFP®), Personal Financial Specialist (PFS), and Certified Investment Management Consultant (CIMC); his memberships include the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants (FICPA) and the Investments & Wealth Institute.

Jimmy, an Orlando native, graduated summa cum laude from the University of Central Florida (UCF) with a double major in accounting and finance and earned a Master of 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 (Past-Chairman of the Investment Committee), The Center for Advanced Entrepreneurship at Rollins College (Board of Directors), Interlachen Country Club (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 a 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 and an honoree at the Bishop Moore High School 2018 Legacy Gala for his service and commitment to the Catholic community.

Wealth Advisors

Christopher Budny, CFP®

Wealth Advisor

Chris is a Wealth Advisor in Beacon Pointe’s Winter Park office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers, and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.

Crystal Garner

Crystal Garner

Principal, Senior Wealth Advisor

Crystal is a Senior Wealth Advisor in Beacon Pointe’s Florida office and, with over 20 years of experience, has earned a reputation for her broad level of expertise, as well as for the exceptional level of care & guidance she provides.  Crystal graduated Cum Laude from Rollins College in Winter Park, Florida with a BA in Organizational Communication; and she remains involved, as an alumnus, in volunteer efforts.  She is a member of the Winter Park Chamber of Commerce and recently completed her term as past-President and board member of Orlando Rowing Association (ORA), where she integrated challenged student-athletes into positive peer groups and mentoring programs.  Crystal enjoys the outdoors, fitness, horse-back riding, traveling, and any activity spent with family and friends.

Eric Faber, MBA

Principal, Regional Director, Senior Wealth Advisor

Eric is a Regional Director and Senior Wealth Advisor in the Beacon Pointe Florida office responsible for assisting clients with setting and achieving their long-term financial goals along with coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Eric builds long-term trusting relationships with his clients and ensures that their financial objectives and expectations are met or exceeded.  Eric is a native of Orlando, Florida and a graduate of Rollins College where he obtained a bachelor’s degree in Political Science and played Division II basketball earning All-American honors. Eric obtained his Master of Business Administration (MBA) from the University of Central Florida and is currently a CERTIFIED FINANCIAL PLANNER® (CFP®) candidate. Prior to joining the Ferrell Wealth Management team, Eric worked as a sales representative for both PepsiCo and GlaxoSmithKline Pharmaceuticals. Eric is currently a board member for the Orlando branch of After-School All-Stars and loves to spend time with his wife and their two children.  In his spare time, he loves to play golf and remain actively involved in the game of basketball.

J.L. Hurt IV, MBA

Principal, Senior Wealth Advisor

Paige Goll

Paige L. Goll

Principal, Senior Strategic Investment Advisor

Paige is a Senior Strategic Investment Advisor at Beacon Pointe Advisors and works closely with the Managing Director in developing strategies to grow the Florida office. She is responsible for developing and implementing investment strategies for the firm in addition to conducting extensive market research, fund and manager due diligence. She has a deep understanding of sophisticated wealth management practices and financial planning services and works closely with select private clients. In addition to her advisory role, Paige is a member of Beacon Pointe’s manager research, macroeconomic and asset allocation investment sub-committees.

Before joining Beacon Pointe, Paige was the Director of Research and Senior Portfolio Manager at Ferrell Wealth Management in Winter Park, Florida. Prior to that she held the role of Associate Vice President at Ladenburg Thalmann Asset Management in New York City. Paige received her Bachelor of Arts in Communications with a Minor in Business at Tulane University, in addition to obtaining her Master of Finance from the A.B. Freeman School of Business at Tulane University.

Paige is a Professional Association of Therapeutic Horsemanship International (PATH) certified therapeutic riding instructor.  Outside of the office, she enjoys volunteering for Freedom Ride, an organization dedicated to providing therapeutic horseback riding and related activities to individuals with disabilities in the Central Florida area. She successfully completed the Leadership Winter Park program and is an active member of the Winter Park Chamber of Commerce. Paige is from Villanova, Pennsylvania and currently lives in Maitland, Florida with her husband and daughter.

Sean Lamb, CFP®

Senior Wealth Advisor

Sean Lamb is a Senior Wealth Manager at Beacon Pointe Advisors.  He has expertise in the areas of investment, tax, insurance, education, estate, and retirement planning, and works directly with clients to develop and implement customized financial planning strategies to achieve their goals. Sean has over two decades of financial planning experience.  Sean graduated from Towson University in Towson, Maryland with a Bachelor of Science degree in Business Administration and he holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Sean and his wife, and his son and daughter live in Fort Lauderdale, Florida.  He enjoys boating, spending time with his family, working out, and creative writing.

William Ferrell, CFP®, CPA

Wealth Advisor

William (Will) is a Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with clients to provide customized solutions that help meet their unique financial goals. Prior to joining Beacon Pointe, Will was a Regional Director at Goldman Sachs in Chicago, Illinois and has also held the role of Private Client Associate at Alliance Bernstein and Auditor at Ernst & Young. Will received his bachelor’s degree in accounting and finance and his Master’s in Accounting from the University of Central Florida and holds designations as a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of the office, he enjoys basketball, running, golf, and spending time with his fiancée, Nikita, dog, Loki, family, and friends.

Client Service & Operations

Amy Pounds

Client Service Manager

Andrew Maroon

Client Service Associate

Elaine Kirchner

Senior Associate, Office Management

Michelle Miller

Senior Executive Assistant

As the Senior Executive Assistant in the Beacon Pointe Winter Park, FL office, Michelle serves as an organizational conduit of information, providing her team and their extensions with unwavering and proactive support. Culminating from decades of well-rounded experience in management, office administration, customer service, and sales, Beacon Pointe clients benefit from Michelle’s relentless professionalism and attention to detail. When Michelle is not at work, helping to make everyone’s day run smoother, she is a dedicated mother and grandmother, creating loving and lasting memories for family, friends, and community alike.

Connect with one of our trusted Financial Advisors in the Orlando area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Winter Park, FL team if we can be of service.

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