The Ferriel Wealth Management Group
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Experience

Makes all the difference

Our team of professionals distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships.

William Dennis "Denny" Ferriel, CFP

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).

Registered States:
  • FL
  • OH

William Dennis "Denny" Ferriel, CFP

Education

  • Miami University, BA
  • Capital University, MBA

William Dennis "Denny" Ferriel, CFP

801 Laurel Oak Drive
Suite 500
Naples, FL 34108

Email Me

William Dennis "Denny" Ferriel, CFP

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).

Registered States:
  • FL
  • OH

Education

  • Miami University, BA
  • Capital University, MBA
801 Laurel Oak Drive
Suite 500
Naples, FL 34108

Email Me

denny.ferriel@ubs.com
William Dennis "Denny" Ferriel, CFP
801 Laurel Oak Drive,Naples,FL,34108

William Ferriel

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MO
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

William Ferriel

5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

William Ferriel

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MA
  • MI
  • MN
  • MO
  • NC
  • NH
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
5007 Horizons Dr.
Suite 200
Upper Arlington, OH 43220

Email Me

william.d.ferriel@ubs.com
William Ferriel
5007 Horizons Dr.,Upper Arlington,OH,43220

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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