James W. Ferrell, MBA, CPA, CFP®, PFS, CIMC
Managing Director, Partner
James (Jimmy) 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.