$5+ trillion
In invested assets globally
As of 11/07/2023
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Joe has over 35 years of financial services experience in the investment field. Early in his career he spent three years on a municipal bond trading desk, during which time he developed an in-depth knowledge of the bond market. His extensive experience in the fixed income and equity markets allows him to provide clients with high level financial planning and professional investment management services. Joe has a B.S. in Business Administration from the University of Oregon, and is Series 7 and 66 securities licensed.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Credentials
Joseph Ferguson is also part of:
Wrenn Ferguson Group
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$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
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