
William E. Ferguson, AIF®, BFA™
Retirement Plan Specialist / Accredited Investment Fiduciary® / Behavioral Financial Advisor™
Interests:
-
Spending time with his wife, Melissa, their children, Liam & Violet, and other family and friends
-
Traveling
-
Fly fishing
-
Running
Community Participation
-
Nature of Fire
-
Pittsburgh Marathon
-
Kids of Steel
Areas of Focus:
-
Company sponsored retirement plans
-
Consultative Fiduciary Planning
-
Participant retirement plan education
-
Personal wealth and retirement planning
-
Income planning
Experience:
-
11 years of service
Qualifications:
-
Accredited Investment Fiduciary® / Behavioral Financial Advisor™
-
FINRA Series 6, 7, and 63 registration through LPL Financial; Series 66 through LPL Financial and Stratos Wealth Partners
-
Life, Accident, & Health Insurance Licenses
Education:
-
Pennsylvania State University: Bachelor of Science in the field of Finance