1328 N. Lake Park Blvd. Ste 104
CAROLINA BEACH NC, 28428
Ferrer Advisory Services is an independent investment advisory firm, whose offices have been located on Pleasure Island since 2008. FAS is a boutique, full-service wealth management firm for families, businesses and not-for-profit organizations concerned with asset protection and cash flow strategies. We specialize in tax and risk-managed investment and financial/income planning. Our goal is to provide a comfortable partnership with our clients so they have a reliable counselor to advise them on both recurring and unique financial issues that occur during their lifetime. We are a small firm serving a limited number of clients across the country, affording them the accessibility to professional financial and tax strategies that is customized to their unique company or family dynamic.
Mark Ferrer has thirty years of industry experience, working in corporate finance, municipal bond trading and portfolio management. He is the founder and of FAS and manager of our independent Raymond James Financial Services branch. Mark received the designation of certified trust financial advisor in 1997 and focuses on fiduciary-based investing and tax strategies.
Megan Kopka is an associate advisor at FAS, specializing in financial and retirement planning, with 10 years of experience working in the industry. Her passion for comprehensive financial planning helps strengthen the relationship we have with our clients and through active monitoring, provides them with peace of mind in helping achieve their goals.
Kathy Smith and Lindsay Ferrer staff our office and provide client support and office management, helping us stay current on the ever-changing regulations within the industry. Ferrer Advisory Services is proud to call Carolina Beach their home and will look forward to welcoming the Chamber to our future home, to be built on Carolina Beach Ave. N. in the summer of 2018.
Ferrer Advisory Services, Inc.
1328 N. Lake Park Blvd. Suite 104
Carolina Beach, NC 28428