Advice Built on experience
Michele "Shelly" Ferrone, CFP® has been a Financial Advisor & Account Vice President with UBS Financial since February 2003 and has more than 34 years of industry experience. She earned the CERTIFIED FINANCIAL PLANNER™ designation in 2006. Shelly helps her clients define their financial goals and designs a plan to help them attain their dream objectives, she has had a long and rewarding career.
Shelly, is the mother of one daughter, Alicen Smith, who lives in Altamonte Springs with her 2 daughers, Lexi and Brandy. Shelly and her family are members of the Congregation of Reform Judaism in Orlando, Shelly is actively in her community pledging her support with the American Lung Association both locally and regionally, the Women's Executive Council of Central Florida & the Kiwanis Club of Orlando.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Account Vice President |
Orlando, FL |
February 2003 - Present |
Merrill Lynch |
Assistant Vice President |
Heathrow, FL |
April 1985 - February 2003 |
Education
- M.B.A. University of Central Florida
- B.A. Emory University
Licenses
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Life, Health Insurance and Variable Annuity Licensed: AL, AZ, FL, GA, IL, KS, MI, NC, VA
- Series 7, General Securities Representative
Personal & Community
- American Cancer Society, Immed. Past President, Board of Directors
Registered States:
AL, CA, CO, CT, DE, FL, GA, IL, IN, MA, ME, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI