Ferro Financial, LLC
When Shelley Ferro, CFP®, EA founded Ferro Financial, LLC over a decade ago, financial firms working with clients in a fiduciary capacity was not common. Financial firms were known for a sales culture that focused on high commission, hidden fees, and short-term trading that benefited the firm rather than the client. Ms. Ferro set out to change all that by opening a woman-owned fiduciary firm working in the client’s best interest.
“People deserve objective advice, and in a commission-based sales culture that is not possible,” says Ferro. “I wanted to get people thinking about creating their best life for themselves and their family, and that takes planning,” she says.
At Ferro Financial, Ferro offers a comprehensive approach by providing investment management, financial planning, and tax preparation all under one roof.
A graduate of Ursuline Academy and Loyola University, where she majored in Finance, Ferro has served on numerous non-profit boards including the Louisiana Economic Development Corporation, where she was appointed by the governor. Inspired by the philanthropy of great investors like John Bogle and Sir John Templeton, Ferro enjoys giving back and is an active member of the Rotary Club of Metairie, an international service organization.