Shelly Ferro, CFP®, is a Wealth Advisor with Hassell Wealth Management in Houma, Metairie, and Baton Rouge, LA. Hassell Wealth Management provides fee-only, fiduciary guidance to business owners, mid-career professionals, and pre-retirees and retirees.

She is a graduate of Loyola University New Orleans, where she majored in finance and holds the prestigious CERTIFIED FINANCIAL PLANNER® designation. She believes in using a comprehensive financial planning module in working with her clients.

Ms. Ferro has been in the financial services profession for over 25 years and has provided financial planning and investment advisory services to families and individuals interested in working with an objective, credentialed advisor.

Ms. Ferro began her career as a financial advisor working for some of the largest investment advisory firms in the industry. She worked with clients to set up proper asset allocations in their portfolios and developed financial plans for her clients. She also advised corporate clients on retirement plan solutions for their employees and worked with individual employees to develop an asset allocation strategy inside their employer’s retirement plan.

After gaining industry experience, Ms. Ferro started a comprehensive financial planning and investment advisory firm, which she ran for 18 years. Her firm focused on helping families and individuals with their financial planning and investment advisory needs.

In 2024, she joined forces with Hassell Wealth Management to expand her capabilities and continue serving clients with a team-based approach. 

About Hassell Wealth Management

Hassell Wealth Management is a Registered Investment Advisor in Louisiana partnering with individuals and families in navigating the various stages of their lives. Our mission is to help each client make the most of their resources so they can successfully meet life's transitions while drawing on our experience to make informed decisions about their future.

Some of the clients we serve include pre-retirees and retirees, mid-career professionals, and business owners. Regardless of where a client is in life, we have a threefold mission in partnering with them:

• To CLARIFY what matters most to them and how to leverage their resources to achieve their goals
• To build a financial STRATEGY that addresses all areas of their financial life, including cash flow, retirement, investments, and taxes
• To serve as their partner in holding them ACCOUNTABLE to their long-term financial well-being