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.

Sarah Wylde is a Certified Financial Planner (CFP®) with six years of industry experience. She has worked at Ferguson Shapiro LLC since 2019 and previously at the Public Company Accounting Oversight Board and Birnbrey, Minsk, Minsk and Perling. Outside of her advisory role, she operates Sarah Wylde CPA LLC, providing seasonal tax preparation services. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm offers discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, using a process that combines tailored financial planning with in-house enhanced strategies and third-party money managers.

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 over 31 years of experience in the financial services industry. He has worked at Purshe Kaplan Sterling Investments and AXA Advisors, LLC before joining Ferguson Shapiro LLC, where he serves as a principal. Outside of his advisory role, he manages a separate entity for business expense and payroll administration and acts as an agent for fixed and traditional insurance products. Ferguson Shapiro LLC is a team-based SEC-registered investment adviser managing approximately $415 million for individuals, corporations, pension and profit-sharing plans, foundations, estates, and trusts. The firm provides discretionary and non-discretionary portfolio management, written financial planning, and fee-based variable annuity advisory services, combining in-house strategies with third-party money managers and model execution platforms.