A Registered Investment Advisory Firm
ABOUT US:
A Registered Investment Advisory Firm
Shelley Ferro, CFP®, EA , is a partner with Ferro Financial, L.L.C
Ms. Ferro is a graduate of Loyola University New Orleans where she majored in finance and received a bachelor of business degree. Ms. Ferro earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation and believes in using a comprehensive financial planning module in working with her clients.
Blair Hodgson, CFA, CFP® Originally from Montgomery, Alabama, Blair attended the University of Georgia where she earned a Bachelor of Business Adminstration in Finance.
Blair began her profesional career in wealth mangement at UBS Financial Services. After the financial crisis of 2008-2009, Blair decided that there must be a better way to work with clients than within a Wall Street firm. Blair believed in an independent firm, operating in a fiduciary capacity, focused on the needs of the client. She joined Wealthstream Advisors, Inc., an independent wealth management firm in New York city where
