Chris Ferrell, CRPS®

Financial Advisor

Chris brings over 10 years of experience to our clients.  Chris began his career in Tampa, FL with Valic in 2004; and obtained his Series 7 securities registration while assisting Advisors’ business development efforts. After earning his BS in Finance and Marketing from the University of South Florida, Chris was promoted to Lead Sales/Marketing Associate in 2006.  In 2008, he accepted a Registered Associate position with Merrill Lynch in Washington D.C., specializing in private wealth management for International and Diplomatic clientele.  Chris was recruited by Morgan Stanley in 2010, and accepted a Senior Registered Associate position, providing financial services to private, public, non-profit, NGO, and corporate clients.  In 2012, Chris accepted an opportunity with Capstone Retirement Group, specializing in Qualified Retirement Plans.  Chris earned his Certified Retirement Plan Specialist professional designation, and utilized his experience to help grow Capstone's business.  

Chris moved back home to Tampa, FL in 2016 and is continuing to focus on qualified retirement plans with Mark Scheidter and Associates.  He helps with investment choices, due diligence, and fiduciary review to our Plan Sponsors. Chris also serves as a relationship manager for key accounts. 

Phone (813) 343-3864