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Justin O
Series 63, Series 65, Series 66
Tallahassee, FL
O'Ferrall Advisory Services
Justin Oferrall is a financial advisor at O'Ferrall Advisory Services with Series 63, 65, and 66 licenses and four years of industry experience. His prior roles include positions at Merrill, Bank of America, J.P. Morgan Securities, and Suntrust Bank. Outside of advising, he owns and leads Service Pro Bookkeeping and works as a bookkeeper for Intuit. O'Ferrall Advisory Services provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and institutions, including ERISA and pre-retirement plan support. The firm’s investment approach combines fundamental and technical analysis with diversified portfolios tailored to various risk profiles and delivers additional services through affiliated accounting, tax, bookkeeping, and insurance offerings.
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