Shelly Ferrone, CFP - UBS Financial Services Inc.

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning

About

Shelly Ferrone is a Certified Financial Planner (CFP®) based in Winter Park, Florida, providing comprehensive financial planning and investment management services. She specializes in helping clients navigate their financial goals through personalized strategies and investment advice. With a focus on retirement planning and wealth accumulation, Shelly serves individuals and families looking to secure their financial future. Her approach is tailored to meet the unique needs of her clients, ensuring they receive the guidance necessary to achieve their financial aspirations.

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