Broker Check

Our Team

Jim Ferris

Investment Representative

860-584-0758

Jim is an investment representative and founder of The Ferris Financial Group. Jim is a graduate of The University of Massachusetts, Amherst and received his MBA from Nichols College. Jim has been providing investment management...

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James Ferris, CFP®, MBA

Wealth Manager

(860) 584-0758

james.ferris@lpl.com

James is a Wealth Manager with The Ferris Financial Group. James provides customized advice, financial planning and investment solutions to individuals, families, and business owners.Education: James has his Masters of Business...

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David Ferris, CFP®, CRPS™

Wealth Manager

860-266-5072

david.ferris@lpl.com

Dave is a Wealth Manager and Chartered Retirement Plans Specialist™ with The Ferris Financial Group. Dave provides customized investment advice to individuals, families and retirement plan solutions to business owners. Dave began...

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