Senior Wealth Strategy Associate
W. Dennis "Denny" Ferriel has been a Financial Adviser/Private Banker with UBS and a predecessor firm McDonald Investments/KeyBank since 1988. He focuses on financial planning/investment management strategies to accomplish various goals of wealth preservation, retirement planning, educational planning, survivor needs etc. He holds a BA from Miami University and an MBA from Capital University. He started in the retail brokerage business in 1971 with W.E. Hutton in Columbus and has held various positions within the Financial Sector. He is a retired Colonel(USAF).
Education
Senior Vice President–Wealth Management
Financial Advisor
W.D. has been a financial advisor with UBS financial services for eight years. He focuses on multi-generational wealth management and estate planning strategies. As part of our comprehensive approach he specializes in evaluating investment managers, investment research and asset allocation decision-making for our clients. W.D. is a graduate of Lynchburg College. Prior to joining UBS financial services in 2007 he worked for Worthington Industries in their steel division. He is a actively involved with the Columbus Academy, Lynchburg College and Nationwide Children's Hospital.