James Ferrell

Background

About James Ferrell

James Ferrell has provided financial guidance to clients since 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