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Paul F

Series 63, Series 65

Duck, NC

Ferry Capital Management LLC

Paul Ferry is the principal advisor at Ferry Capital Management LLC, an independent firm, with 36 years of industry experience. He has worked at Ferry Capital Management since 2016 and previously spent five years with Mullins Investment Management, Inc. Ferry Capital Management provides discretionary and non-discretionary asset management services primarily to individuals, high-net-worth clients, and trusts, with a focus on municipal fixed income. The firm employs a three-pronged investment approach that balances laddered bonds, new-issue or mispriced secondary-market municipals, and discounted closed-end municipal funds, targeting maturities of 10–15 years while seeking to limit credit risk.

Income planning General retirement planning
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