Ferguson Shapiro LLC

Maury Shapiro is a financial advisor at Ferguson Shapiro LLC in Marietta, GA, with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ferguson Shapiro LLC, he worked at Axa Advisors, LLC for 19 years. Outside of investment advisory work, he is active as a group benefits insurance agent, assisting business clients with employee benefits. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, emphasizing a process that begins with a comprehensive review of clients’ financial situations and includes enhanced portfolio management strategies.

Ryan Florence is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Ferguson Shapiro LLC since 2022. Prior to this, he worked at Kiker Wealth Management, LLC for 11 years. Outside of his advisory role, he is involved with Florence Wealth Management LLC, a non-investment related business entity. Ferguson Shapiro LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, written financial plans, and a wrap fee program, with an investment process that incorporates customized policy development and enhanced portfolio management strategies.

James Boswell is a financial advisor at Ferguson Shapiro LLC in Orlando, FL, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at AXA Advisors LLC, Green Light Capital Advisors LLC, Troutman Sanders, and DS Capital Lending Group. Outside of financial advising, he is a partner in Purefit Nutrition, LLC, a drop-shipment supplement business operating on Amazon. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, written financial plans, and a wrap fee program.

Phillip Nelson is a financial advisor at Ferguson Shapiro LLC with 21 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Ferguson Shapiro in 2024, he worked at Meadow Creek Wealth Advisors, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors, LLC. He is the immediate past Chair of the Board of the Historic Oakland Foundation, a nonprofit supporting the Historic Oakland cemetery in Atlanta. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm employs a client-centered process that includes developing written investment policies and portfolio construction with various strategies, including option overlays and model portfolios supported through third-party managers.

Sarah Wylde is a CFP® and Series 65 credentialed advisor with five years of industry experience. She has been with Ferguson Shapiro LLC since 2019 and previously worked at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. In addition to her advisory role, she operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro LLC offers portfolio management and financial planning to individuals, retirement plans, trusts, foundations, and other institutions. The firm combines in-house and outsourced services to deliver tailored investment strategies, including discretionary and non-discretionary advisory services, third-party money manager access, and a wrap fee program.

Karyn Cravens is a CFP® professional with two years of experience, currently serving as a financial advisor at Ferguson Shapiro LLC. She has been with the firm since 2023. Ferguson Shapiro provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers discretionary and non-discretionary advisory services, access to third-party money managers, and a wrap fee program, with an investment process that emphasizes a client’s financial profile and employs advanced portfolio management strategies.

Kevin Ferguson is a CFP® professional with 30 years of industry experience. He is a principal at Ferguson Shapiro LLC and has previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns Kevin Ferguson, LLC, an entity used to manage business expenses and payroll. Ferguson Shapiro LLC provides portfolio management and financial planning services to individuals, retirement plans, trusts, foundations, and other institutions. The firm offers both discretionary and non-discretionary advisory services, access to third-party money managers, and a range of reporting and data-storage solutions, with a focus on tailored investment policy development and enhanced portfolio management strategies.